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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-15 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank N. A. | Plano | TX | 02/2021 | Present |
| J. P. Morgan Securities Llc | Plano | TX | 07/2022 | Present |
| Premium Retail Stores | Dallas | TX | 07/2020 | 02/2021 |
| Spectrum | Frisco | TX | 01/2020 | 04/2020 |
| Verzion | Allen | TX | 11/2013 | 10/2019 |
| Unemployed | Dallas | TX | 11/2019 | 12/2019 |
| Unemployed | Dallas | TX | 05/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-19 |
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