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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-07 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Plano | TX | 08/2016 | 12/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2021 | 12/2021 |
| At Home | Lewisville | TX | 10/2017 | 01/2018 |
| Fidelity Investments | Westlake | TX | 01/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2023 | Present |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 10/2022 | 02/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2022 | 02/2023 |
| At Home | Lewisville | TX | 02/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-10 |
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