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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
8181 Communications Pkwy, Bldg A, Floor 04, 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 | 06/2026 | Present |
| Unemployed | Plano | TX | 03/2026 | 05/2026 |
| Fisher Investments | Plano | TX | 08/2024 | 02/2026 |
| Zwilling J.a. Henckels | Plano | TX | 11/2023 | 07/2025 |
| Tommy Bahama R&R Holding Inc | Plano | TX | 10/2023 | 06/2024 |
| Supreme Smoke And Vape Llc | Plano | TX | 06/2023 | 10/2023 |
| Unemployed | Plano | TX | 02/2023 | 05/2023 |
| Ben Abbott & Associates | Plano | TX | 10/2022 | 01/2023 |
| Unemployed | Plano | TX | 08/2022 | 09/2022 |
| University Of Texas At Austin | Austin | TX | 08/2018 | 08/2022 |
| Unemployed | Dallas | TX | 07/2018 | 07/2018 |
| Vector Marketing | Dallas | TX | 06/2017 | 06/2018 |
| Unemployed | Dallas | TX | 06/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
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