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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated / Boa Corp | Plano | TX | 06/2018 | 05/2022 |
| First Bank | Plano | TX | 06/2017 | 06/2018 |
| Citibank | Irving | TX | 09/2007 | 06/2017 |
| Jpmorgan Chase Bank (Tx) | Colleyville | TX | 05/2022 | Present |
| J.P. Morgan Securities Llc | Colleyville | TX | 05/2022 | Present |
| Kelci Mcginnis | Richland Hills | TX | 01/2019 | Present |
Entity Name: Kelci MCGinnis Investment related: No "Address: Richland hills, TX 76118" Nature of the other business: E-commerce Position/Title/Relationship: Employee/Contractor Start Date: 10/20/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: selling marked up inventory on marketplace, offer up, make-up, furniture, household decor etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
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