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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-24 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
20855 Stone Oak Pkwy, Floor 2, San Antonio, TX 78258 • United States
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Dallas | TX | 12/2021 | 03/2023 |
| Equitable Advisors, Llc | New York | NY | 11/2021 | 12/2021 |
| Unemployed | Richardson | TX | 07/2021 | 10/2021 |
| Stearns Lending Llc | Lewisville | TX | 03/2019 | 06/2021 |
| Pass Fitness Llc | Richardson | TX | 09/2013 | 01/2021 |
| Bfc Planning, Inc. | Dallas | TX | 01/2023 | 03/2023 |
| Fiscal Harmony Llc | Dallas | TX | 01/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-18 |
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