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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
10 S Dearborn St. Floor 13, Chicago, IL 60603 • United States
Dallas, TX • United States
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 03/2022 | 10/2022 |
| Uber | Plano | TX | 01/2021 | 06/2023 |
| Witte Collection Inc (Advantage Cable Services) | Dallas | TX | 02/2020 | 12/2020 |
| Unemployed | Plano | TX | 07/2023 | 08/2023 |
| Equitable Advisors, Llc | New York | NY | 08/2023 | 06/2024 |
| Unemployed | Plano | TX | 07/2024 | 08/2024 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2024 | Present |
| Unemployed | Plano | TX | 09/2014 | 02/2020 |
| Lemnis Capital | Dallas | TX | 09/2023 | 06/2024 |
| Charles Schwab & Co. | Southlake | TX | 03/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-17 |
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