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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-08-05 |
| NY | RA | APPROVED | 2025-08-04 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 10/2022 | 02/2024 |
| H-E-B Grocery | Austin | TX | 09/2019 | 01/2020 |
| Target Corp. | Lubbock | TX | 07/2018 | 08/2018 |
| H-E-B Plus! Grocery | Leander | TX | 05/2019 | 09/2019 |
| Robinhood | Westlake | TX | 02/2024 | 12/2024 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 04/2025 | Present |
| Uber | Jacksonville | FL | 12/2018 | 11/2025 |
| Ebay | Jacksonville | FL | 08/2022 | 12/2025 |
| Shopify | Jacksonville | FL | 09/2024 | 12/2025 |
| Unemployed | Lubbock | TX | 06/2016 | 06/2018 |
| Unemployed | Lubbock | TX | 09/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-06 |
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