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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
Two Lincoln Centre, 5420 Lbj Freeway Suite 535, Dallas, TX 75240 • United States
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Desoto | TX | 09/2016 | 08/2017 |
| Jp Morgan Securities Llc | Dallas | TX | 08/2017 | 07/2019 |
| Morgan Stanley | Dallas | TX | 08/2019 | 05/2025 |
| The Mather Group, Llc | Dallas | TX | 05/2025 | Present |
*616315 - Uber; Investment related: No; san francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
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