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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
1700 East Southlake Blvd., Southlake, TX 76092 • United States
1100 William D. Tate Ave., Grapevine, TX 76051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llcc | Coppell | TX | 10/2013 | 11/2016 |
| Jpmorgan Chase Bank, N.A. | Coppell | TX | 10/2013 | 11/2016 |
| Unemployed | Irving | TX | 11/2016 | 09/2017 |
| Jpmorgan Chase Bank, N.A. | Richardson | TX | 09/2017 | 10/2022 |
| J.P. Morgan Securities Llc | Richardson | TX | 09/2017 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Flower Mound | TX | 11/2022 | 05/2024 |
| Wells Fargo Bank, Na | Flower Mound | TX | 11/2022 | 05/2024 |
| J.P. Morgan Securities Llc | Grapevile | TX | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Grapevine | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-08 |
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