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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
28705 Ronald W Reagan Blvd , Georgetown, TX 78633 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc | Austin | TX | 08/2019 | 07/2024 |
| Amplify Credit Union | Cedar Park | TX | 01/2016 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Georgetown | TX | 02/2025 | Present |
| J.P. Morgan Securities Llc | Georgetown | TX | 02/2025 | Present |
| Unemployed | Leander | TX | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-06 |
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