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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Azle | TX | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Azle | TX | 03/2026 | Present |
| Bank Of America/Merrill Lynch | Fort Worth | TX | 10/2024 | 03/2026 |
| Charles Schwab & Co | Westlake | TX | 02/2023 | 11/2024 |
| 29/11 Logistics | Fort Worth | TX | 11/2023 | 05/2024 |
| Conns Home Plus | Lake Worth | TX | 06/2021 | 02/2023 |
| Bed Bath And Beyond | Southlake | TX | 11/2009 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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