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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Plano | TX | 06/2009 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 12/2017 | 09/2025 |
| Bank Of America, N.A. | Dallas | TX | 12/2017 | 09/2025 |
| J.P. Morgan Securities Llc | Dallas | TX | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2025 | Present |
| Monarch Air | Addison | TX | 09/2021 | 04/2026 |
| Monarch Aviation | Denison | TX | 09/2021 | 04/2026 |
Entity Name: City of Wylie Investment related: No Address: City of Wylie, City Hall 300 Country Club Rd #100, Wylie, TX 75098" Nature of the other business: Zoning Board Position/Title/Relationship: Publicly-Elected or Appointed Government Official Start Date: 06/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been appointed as a member of the Zoning board of adjustment for the city council. I have been appointed as an 'alternate' meaning that if the full time appointee is unable to attend a zoning meeting, I will be called to step in to fill the seat on the board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-05 |
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