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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-17 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Weatherford | TX | 01/2013 | 04/2022 |
| Jp Morgan Chase Bank | Weatherford | TX | 09/2010 | 04/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 05/2022 | Present |
| Tiaa | Lewisville | TX | 05/2022 | Present |
(1) 2528 CHICAGO AVE RENTAL PROPERTY POSITION: Co-Owner NATURE: real estate rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 2528 Chicago Dr, Fort Worth TX 76103, United States DESCRIPTION: I rent a residential property located on 2528 Chicago Ave Fort Worth TX. 76103 (2) Name: N/A Position: Owner Nature: real estate rental properties Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 08/01/2014 Address: 6509 Malvey Ave, Fort Worth TX 76116, United States Description: I rent a residential property to tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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