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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-02 |
| OK | RA | APPROVED | 2024-12-02 |
| NM | RA | APPROVED | 2024-12-01 |
| AR | RA | APPROVED | 2022-07-25 |
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Dallas | TX | 09/2008 | 02/2022 |
| Jpmorgan Securities Llc | Dallas | TX | 08/2016 | 02/2022 |
| Missionsquare Investment Services | Washington | DC | 03/2022 | Present |
Name: Notary. Non-investment related. Nature of Business: Notary. Address: 1930 Hi Line Dr Apt 2510 Dallas, TX 75207. Position: Notary agent. Start Date: 08/09/2024. Number of hours per month devoted to other business 10; during securities trading hours 0. Duties: Provide Notary signing services to finalize loan documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-02 |
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