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Account
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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 11/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 05/2022 | 03/2023 |
| Charles Schwab & Co. | Westlake | TX | 01/2022 | 02/2022 |
| Fidelity Investments | Westlake | TX | 11/2018 | 12/2021 |
| Lowe'S Home Improvement | Kyle | TX | 02/2017 | 11/2017 |
| Fidelity Investments | Westlake | TX | 01/2024 | 07/2026 |
| Unemployed | Fort Worth | TX | 03/2023 | 01/2024 |
| Dallas Wings | Arlington | TX | 04/2018 | 09/2018 |
| Unemployed | Fort Worth | TX | 03/2022 | 04/2022 |
| Td Ameritrade Services Co., Inc. | Southlake | TX | 10/2018 | 10/2018 |
| Power Home Remodeling | Irving | TX | 03/2018 | 04/2018 |
| J.P. Morgan Securities Llc | Fort Worth | TX | 05/2022 | 03/2023 |
| Quiktrip | Southlake | TX | 08/2013 | 02/2018 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 07/2026 |
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2024 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 02/2024 | 03/2025 |
| Tiaa | Frisco | TX | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-12 |
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