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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
5000 Colleyville Blvd., Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Community Credit Union | West Salem | WI | 11/2018 | 09/2019 |
| Unemployed | Farmers Branch | TX | 06/2018 | 11/2018 |
| Red River Wealth Strategies | Dallas | TX | 09/2017 | 01/2018 |
| Unemployed | Irving | TX | 05/2017 | 09/2017 |
| University Of Dallas | Irving | TX | 09/2013 | 05/2017 |
| Fidelity Investments | Westlake | TX | 09/2019 | 05/2025 |
| J.P. Morgan Securities Llc | Colleyville | TX | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Colleyville | TX | 06/2025 | Present |
| Ups | La Crosse | WI | 04/2018 | 05/2018 |
| Unemployed | La Crosse | WI | 02/2018 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
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