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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-31 |
Branch Locations
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 | Austin | TX | 07/2018 | 07/2020 |
| Pnc | Miamisburg | OH | 06/2017 | 05/2018 |
| College At West Virginia University | Morgantown | WV | 08/2012 | 05/2017 |
| Bank Of America, N.A. | Austin | TX | 07/2018 | 07/2020 |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 08/2020 | Present |
| Jp Morgan Securities, Llc | Austin | TX | 08/2020 | Present |
| Unemployed | Centerville | OH | 06/2018 | 06/2018 |
| First United Bank And Trust | Morgantown | WV | 05/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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