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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano , TX 75024 • United States
2430 Highway 6, Sugar Land, TX 77478 • United States
8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Houston | TX | 12/2015 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 12/2018 | 10/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
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