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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
140 W Slaughter Ln, Austin, TX 78748 • United States
1920 E Riverside Dr, Bldg C, Austin, TX 78741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 08/2021 |
| State Of Texas, Texas Education Agency, State Board For Educator | Leander | TX | 08/2004 | 06/2019 |
| The University Of Texas At Austin | Austin | TX | 02/2017 | 01/2019 |
| Lpl Financial | Austin | TX | 12/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Austin | TX | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 06/2025 | Present |
| Entirety Financial | Manchaca | TX | 08/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-14 |
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