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Irving, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Irving | TX | 10/2011 | 07/2021 |
| Baker Tilly Wealth Management, Llc | Dallas | TX | 07/2021 | 02/2023 |
| Baker Tilly Us, Llp | Dallas | TX | 07/2021 | 03/2023 |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2023 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2023 | 02/2026 |
| Adams Advisory Services, Llc | Irving | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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