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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Metroplex Management Group | Dallas | TX | 05/2018 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | 09/2020 |
| Randstad | Irving | TX | 05/2021 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Irving | TX | 07/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Frisco | TX | 11/2020 | 09/2021 |
| Etoro | Hoboken | NJ | 11/2021 | 07/2022 |
| Unemployed | Granite Bay | CA | 09/2017 | 04/2018 |
| Unemployed | Dallas | TX | 08/2018 | 06/2019 |
| Unemployed | Dallas | TX | 10/2020 | 10/2020 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 09/2022 | 08/2024 |
| Unemployed | Plano | TX | 08/2022 | 08/2022 |
| Etoro Usa Securities Inc | Hoboken | NJ | 10/2021 | 07/2022 |
| Wells Fargo | Irving | TX | 05/2021 | 11/2021 |
| Five Star Sports | Shenzhen | 06/2017 | 08/2017 | |
| Unemployed | Sacremento | CA | 06/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2025 | Present |
| Unemployed | Dallas | TX | 09/2024 | 05/2025 |
| Bluecrest Financial | Dallas | TX | 01/2025 | 06/2025 |
| Mass Mutual Life Insuance | Dallas | TX | 01/2025 | 06/2025 |
| Southern Methodist University | Dallas | TX | 08/2015 | 05/2019 |
| Bank Of America, N.A. | Fort Worth | TX | 09/2025 | Present |
I*2609286, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: uber eats Address: DallasTexas75001 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/07/2024 No Hours: 5 monthly No Hours during trading: 0 Duties: driving after business hours delivering food, delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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