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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-24 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-09 |
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