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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Dallas | Dallas | TX | 11/2015 | 07/2018 |
| Td Ameritrade, Inc | Southlake | TX | 07/2018 | 04/2020 |
| Td Ameritrade Investment Management, Llc | Southlake | TX | 11/2018 | 04/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2020 | 03/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2020 | 03/2023 |
| Uber | Sunnyvale | TX | 05/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 02/2023 | 11/2024 |
| Bank Of America N.A. | Frisco | TX | 02/2023 | 11/2024 |
| Td Ameritrade Services Co., Inc. | Southlake | TX | 07/2018 | 04/2020 |
| Jpmorgan Chase Bank, N.A. | Denton | TX | 05/2025 | 04/2026 |
| J.P. Morgan Securities Llc | Denton | TX | 05/2025 | 04/2026 |
| Unemployed | Hickory Creek | TX | 12/2024 | 04/2025 |
| Fisher Investments | Plano | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-11 |
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