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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| GA | RA | APPROVED | 2025-07-11 |
| IL | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade/Charles Schwab | Southlake | TX | 05/2019 | 08/2022 |
| Unemployed | Dallas | TX | 07/2015 | 05/2019 |
| Fisher Investments | Plano | TX | 10/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Chicago | IL | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2025 | Present |
| Td Ameritrade, Inc. | Southlake | TX | 05/2019 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-08 |
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