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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-31 |
Branch Locations
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • United States
Northlake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tyson Foods | Springdale | TX | 02/2017 | 06/2017 |
| Sage Point Financial | Bedford | TX | 12/2017 | 01/2018 |
| City Of Grapevine | Grapevine | TX | 05/2013 | 09/2016 |
| University Of Arkansas | Fayetteville | AR | 08/2015 | 05/2018 |
| Unemployed | Grapevine | TX | 06/2018 | 09/2018 |
| Axa Advisors Llc | Dallas | TX | 10/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2019 | 03/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2022 | Present |
| Jpmorgan Chase Bank N.A. | Plano | TX | 05/2022 | Present |
| Fidelity Investments | Westlake | TX | 06/2017 | 08/2017 |
| University Of Arkansas | Fayetteville | AR | 09/2016 | 05/2017 |
| Unemployed | North Richland Hills | TX | 04/2022 | 04/2022 |
Entity Name: PAC Automations Investment related: No Address: Private Residence Nature of the other business: Artificial Intelligence Position/Title/Relationship: Owner/Partner Start Date: 04/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Exploring AI automation solutions for small businesses. Nothing in the financial or advice sector will ever be a part of this business model.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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