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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 04/2026 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 04/2026 | Present |
| Umb Bank | Dallas | TX | 05/2022 | 04/2026 |
| Umb Bank | Dallas | TX | 06/2021 | 05/2022 |
| Pnc Bank | Pittsburgh | PA | 08/2018 | 05/2021 |
| Bny Mellon | Pittsburgh | PA | 10/2016 | 08/2018 |
| Satterfield Painting | Apollo | PA | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-22 |
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