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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2014 | 10/2022 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 07/2018 | 10/2022 |
| Cliftonlarsonallen Llp | Dallas | TX | 10/2022 | 11/2024 |
| Cliftonlarsonallen Wealth Advisors, Llc | Dallas | TX | 10/2022 | 11/2024 |
| Fidelity Investments | Westlake | TX | 02/2014 | 10/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 11/2024 | Present |
| Strategic Advisers Llc | Westlake | TX | 12/2014 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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