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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
50 Rowes Wharf, Boston, MA 02110 • 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 | 08/2026 | Present |
| Wells Fargo Advisors | Fort Worth | TX | 03/2025 | 08/2026 |
| Merrill Lynch | Fort Worth | TX | 12/2021 | 02/2025 |
| Wells Fargo Advisors | Fort Worth | TX | 05/2014 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
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