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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2013 | 03/2019 |
| Bank Of America, N.A. | Dallas | TX | 07/2013 | 03/2019 |
| Ubs | Dallas | TX | 03/2019 | 09/2020 |
| Bmo Harris Financial Advisor | Dallas | TX | 12/2020 | 03/2021 |
| Bmo Private Bank | Dallas | TX | 09/2020 | 08/2023 |
| Lpl Financial Llc | Dallas | TX | 06/2021 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 01/2025 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 01/2025 | Present |
| U.S. Bank Ascent | Dallas | TX | 08/2023 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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