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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Garland | TX | 08/2019 | 06/2023 |
| Wells Fargo Bank, Na | Garland | TX | 08/2019 | 06/2023 |
| Best Buy | Garland | TX | 10/2016 | 08/2019 |
| Jpmorgan Chase Bank (Tx) | Dallas | TX | 06/2023 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 06/2023 | Present |
| Unemployed | Garland | TX | 06/2013 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-05 |
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