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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-12 |
Branch Locations
7825 North Macarthur Blvd., Irving, TX 75063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 04/2020 | 11/2020 |
| Vivint | San Antonio | TX | 04/2018 | 03/2020 |
| Iplay & Talk | San Antonio | TX | 05/2017 | 11/2017 |
| Lifetime Fitness | San Antonio | TX | 07/2014 | 05/2017 |
| Unemployed | San Antonio | TX | 12/2017 | 03/2018 |
| Starbucks Coffee Company | Spring | TX | 05/2017 | 06/2017 |
| Bank Of America, N.A. | San Antonio | TX | 04/2020 | 11/2020 |
| J.P. Morgan Securities Llc | San Antonio | TX | 02/2021 | 11/2021 |
| Lgcy Solar | San Antonio | TX | 01/2020 | 02/2021 |
| Momentum Solar | San Antonio | TX | 01/2021 | 03/2021 |
| Sunrun | San Antonio | TX | 02/2021 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 02/2021 | 11/2021 |
| Robinhood Financial, Llc | Westlake | TX | 11/2021 | 04/2022 |
| Modern Woodmen | San Antontio | TX | 03/2019 | 09/2019 |
| Brio Solar | Provo | UT | 03/2020 | 05/2020 |
| Smart Power | Draper | UT | 04/2021 | 12/2021 |
| Lumio Solar | Lehi | UT | 08/2021 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Irving | TX | 07/2022 | Present |
| J.P. Morgan Securities Llc | Irving | TX | 07/2022 | Present |
| Robinhood | Westlake | TX | 11/2021 | 06/2022 |
| Breckenridge Marketing | San Antonio | TX | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-20 |
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