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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-27 |
Branch Locations
1680 W University Dr, Mckinney, TX 75069 • United States
5201 W University Dr, Mckinney, TX 75071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Wealth Solutions Inc. | Austin | TX | 02/2014 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 05/2022 | 05/2025 |
| Pnc Bank | Austin | TX | 04/2007 | 05/2022 |
| Bank Of America, Na | Austin | TX | 05/2022 | 05/2025 |
| Bbva Securities Inc. | Austin | TX | 05/2013 | 06/2021 |
| Pnc Managed Account Solutions, Inc. | Austin | TX | 02/2014 | 06/2021 |
| J.P. Morgan Securities Llc | Mckinney | TX | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Mckinney | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-14 |
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