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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2026 | Present |
| Wells Fargo | Dallas | TX | 05/2024 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2019 | 05/2024 |
| Unemployed | Dallas | TX | 09/2019 | 09/2019 |
| B1Bank | Dallas | TX | 03/2019 | 08/2019 |
| Washington Federal | Dallas | TX | 05/2018 | 03/2019 |
| First Convenience Bank | Denton | TX | 11/2016 | 05/2018 |
| Texas Woman's University | Denton | TX | 08/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-07 |
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