Jordan Andrew Pankratz

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-08-08

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

23555 Ne Novelty Hill Road, Redmond, WA 98053 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Irving	TX	01/2023	05/2025
Frost Bank	Fort Worth	TX	04/2019	09/2022
University Of Texas Arlington Athletics Department	Arlington	TX	01/2018	12/2018
University Of Texas Arlington Student Accounts	Arlington	TX	08/2015	12/2017
Texas A&M Commerce	Commerce	TX	01/2021	03/2023
Unemployed	Fort Worth	TX	01/2019	04/2019
Bank Of America, N.A.	Irving	TX	03/2023	05/2025
Key Investments Services, Llc	Brooklyn	OH	08/2025	Present
Unemployed	Dallas	TX	06/2025	08/2025

01/2023 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Irving, TX
04/2019 → 09/2022

Frost Bank

Fort Worth, TX
01/2018 → 12/2018

University Of Texas Arlington Athletics Department

Arlington, TX
08/2015 → 12/2017

University Of Texas Arlington Student Accounts

Arlington, TX
01/2021 → 03/2023

Texas A&M Commerce

Commerce, TX
01/2019 → 04/2019

Unemployed

Fort Worth, TX
03/2023 → 05/2025

Bank Of America, N.A.

Irving, TX
08/2025 → Present

Key Investments Services, Llc

Brooklyn, OH
06/2025 → 08/2025

Unemployed

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-28

Other Firms