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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Marcos Cisd | San Marcos | TX | 10/2019 | 06/2022 |
| Hays Cisd | Kyle | TX | 06/2016 | 10/2019 |
| Fidelity Investments | Austin | TX | 07/2022 | 05/2025 |
| Fidelity Brokerage Services Llc | Austin | TX | 07/2022 | 05/2025 |
| Strategic Advisers Llc | Austin | TX | 03/2025 | 05/2025 |
| J.P. Morgan Securities Llc | Wheaton | IL | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-22 |
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