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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Denton | TX | 09/2013 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 03/2020 | 10/2021 |
| Bank Of America | Frisco | TX | 03/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Denton | TX | 10/2013 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Denton | TX | 11/2021 | 04/2024 |
| J.P. Morgan Securities Llc | Denton | TX | 11/2021 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lewisville | TX | 04/2024 | Present |
| Bank Of America N.A. | Lewisville | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-11 |
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