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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
1200 Summit Ave Suite 502, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
1200 Summit Ave Suite 502, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 08/2026 | Present |
| Thirteen Twenty-Two Advisors | Fort Worth | TX | 01/2026 | 08/2026 |
| Bank Of America/Merrill Lynch | Fort Worth | TX | 02/2024 | 01/2026 |
| Thrivent | Fort Worth | TX | 08/2023 | 02/2024 |
| Td Ameritrade/Charles Schwab | Southlake | TX | 12/2021 | 07/2023 |
| Conn's Home Plus | Denton | TX | 08/2021 | 11/2021 |
| Unemployed | Denton | TX | 07/2021 | 07/2021 |
| Lowes | Keller | TX | 03/2021 | 06/2021 |
| Home Depot | Flower Mound | TX | 12/2020 | 03/2021 |
| Unemployed | Denton | TX | 06/2020 | 11/2020 |
| Winder's Auto Repair | Graham | TX | 11/2019 | 05/2020 |
| Bedrock Pressure Pumping | Fort Worth | TX | 02/2017 | 11/2019 |
| Key Energy Services | Midland | TX | 08/2012 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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