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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-12 |
Branch Locations
8901 N Tarrant Pkwy, North Richland Hills, TX 76182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 02/2019 | 05/2022 |
| Compunnel/Morgan Stanley | South Jordan | UT | 08/2018 | 02/2019 |
| Alder Holdings | Orem | UT | 12/2017 | 08/2018 |
| Bluehost | Orem | UT | 06/2016 | 05/2017 |
| Unemployed | Provo | UT | 05/2017 | 12/2017 |
| Fisher Investments | Plano | TX | 06/2022 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | North Richland Hills | TX | 08/2024 | Present |
| Save A Shield Inc | Fort Worth | TX | 06/2024 | 07/2024 |
| Bowkay Designs | Keller | TX | 03/2024 | 05/2024 |
| Unemployed | Haltom City | TX | 06/2023 | 03/2024 |
| J.P. Morgan Securities Llc | North Richland Hills | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
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