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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-07 |
Branch Locations
200 N. Travis Street, Sherman, TX 75090 • United States
2091 Eldorado Parkway, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Sherman | TX | 02/2019 | 01/2020 |
| Sanders Law Firm | Sherman | TX | 04/2016 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 04/2020 | 03/2022 |
| Bank Of America N.A. | Mckinney | TX | 04/2020 | 03/2022 |
| J.P. Morgan Securities Llc | Sherman | TX | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Sherman | TX | 03/2022 | Present |
| Massachusetts Mutual Life Insurance Co | Sherman | TX | 11/2018 | 01/2020 |
| Caskey Management Group, Corp | Sherman | TX | 07/2020 | Present |
Entity Name: Caskey Mgmt Group Corp. Investment related: No "Address: 2404 Remuda Dr. Sherman, TX 75092" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate business owned by spouse where I provide administrative support 4 hours or less per month. No trading activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
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