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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED | 2021-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Fraternal Financial | Denton | TX | 05/2019 | 11/2020 |
| Nissan Of Mckinney | Mckinnney | TX | 05/2017 | 08/2018 |
| Honda Cars Of Rockwall | Rockwall | TX | 05/2015 | 01/2017 |
| Mwa Financial Services Inc | Denton | TX | 04/2019 | 11/2020 |
| Austin College | Sherman | TX | 08/2015 | 05/2019 |
| Jimmy Johns | Sherman | TX | 10/2018 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2020 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-02 |
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