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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-22 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603 • United States
Mesquite, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2018 | 07/2019 |
| Trust Group Inc | Dallas | TX | 05/2018 | 05/2018 |
| Stampede Consulting, Llc | Mesquite | TX | 02/2018 | 05/2018 |
| Unemployed | Mesquite | TX | 01/2018 | 01/2018 |
| University Of Texas Dallas | Richerdson | TX | 01/2016 | 12/2017 |
| Bank Of America, N.A. | Dallas | TX | 06/2018 | 07/2019 |
| Health Markets/Unitedhealth Group, Inc. | North Richland Hills | TX | 08/2019 | 09/2019 |
| Jpmorgan Securities Llc | Plano | TX | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-17 |
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