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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
9440 Clifford Rd, Fort Worth, TX 76108 • United States
2745 Fort Worth Hwy, Hudson Oaks, TX 76087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 02/2026 | Present |
| Merrill Lynch | Flower Mound | TX | 03/2023 | 02/2026 |
| Jp Morgan Securities Llc | Flower Mound | TX | 08/2017 | 03/2023 |
| Jp Morgan Chase Bank | Flower Mound | TX | 07/2017 | 03/2023 |
| Fedex Express | Fort Worth | TX | 10/2016 | 07/2017 |
| Fidelity Investments | Westlake | TX | 09/2011 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-31 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-27 |
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