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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 12/2023 | 08/2025 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 02/2025 | 08/2025 |
| Walmart | Dallas | TX | 09/2024 | Present |
| Amazon | Dallas | TX | 10/2023 | Present |
| Globe Life - Liberty National Division | Arlington | TX | 10/2023 | 12/2023 |
| Dollar General Stores | Dallas | TX | 07/2022 | 05/2023 |
| Walmart | Dallas | TX | 09/2019 | 06/2021 |
| Comerica Bank | Dallas | TX | 06/2012 | 08/2023 |
| J.P. Morgan Securities Llc | Dallas | TX | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 09/2025 | Present |
| Unemployed | Dallas | TX | 09/2023 | 09/2023 |
| Dollar Tree Stores | Dallas | TX | 12/2018 | 02/2020 |
Effective 9/2/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. Amazon | Contract Delivery Driver | Started 10/17/2023 | 60 hours monthly | $840 monthly compensation Walmart| Contract Delivery Driver | Started 09/27/2024 | 60 hours monthly | $720 monthly compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
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