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Richmond, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
| GA | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Alpharetta | GA | 03/2020 | 07/2023 |
| J.P. Morgan Securities Llc | Alpharetta | GA | 09/2021 | 07/2023 |
| Dunkin Donuts | Alpharetta | GA | 03/2016 | 10/2016 |
| Wal-Mart | Cumming | GA | 03/2016 | 02/2020 |
| Dunkin Donuts | Duluth | GA | 08/2016 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 08/2023 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 07/2024 | 04/2025 |
| Blueprism Wealth Management Llc | Richmond | TX | 04/2025 | Present |
Licensed Insurance Agent since 2/2022; Richmond, TX; selling insurance products; 15 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-03 |
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