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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2024-08-26 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2019 | 08/2024 |
| Bank Of America | Plano | TX | 03/2019 | 08/2024 |
| Sprint | Frisco | TX | 07/2012 | 03/2019 |
| J.P. Morgan Securities Llc | Irvine | CA | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 08/2024 | Present |
Entity Name: Daily Driven Investment related: No Address: Private Residence Nature of the other business: Content Creator Position/Title/Relationship: Owner/Partner Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Vlogging about daily driving around.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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