Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-24
  • TX RA
    APPROVED
    Since 2022-11-24

Branch Locations

8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Southlake TX 10/2018 12/2020
Unemployed El Paso TX 06/2018 09/2018
University Of Texas At El Paso El Paso TX 08/2015 05/2018
Charles Schwab & Co., Inc. Westlake TX 12/2020 09/2021
J.P. Morgan Securities Llc Plano TX 09/2022 Present
Jpmorgan Chase Bank, N.A. Plano TX 09/2022 Present
Charles Schwab Westlake TX 12/2020 09/2021
Unemployed Edinburgh 10/2021 08/2022
Td Ameritrade Southlake TX 10/2018 12/2020
  • 10/2018 → 12/2020
    Td Ameritrade
    Southlake, TX
  • 06/2018 → 09/2018
    Unemployed
    El Paso, TX
  • 08/2015 → 05/2018
    University Of Texas At El Paso
    El Paso, TX
  • 12/2020 → 09/2021
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2022 → Present
    Plano, TX
  • 09/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 12/2020 → 09/2021
    Charles Schwab
    Westlake, TX
  • 10/2021 → 08/2022
    Unemployed
    Edinburgh
  • 10/2018 → 12/2020
    Td Ameritrade
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-11
S63 Uniform Securities Agent State Law Examination 2019-01-09
  • S65 Uniform Investment Adviser Law Examination
    2022-11-11
  • S63 Uniform Securities Agent State Law Examination
    2019-01-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor