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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-21 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Naperville | IL | 03/2011 | 02/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 04/2021 | 02/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2023 | 07/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2020 |
| Strategic Advisers Llc | Boston | MA | 02/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-07 |
| S66 | Uniform Combined State Law Examination | 2012-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-04 |
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