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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
721 W Beltline Rd, Desoto, TX 75115 • United States
225 North Highway 67, Cedar Hill, TX 75104 • United States
401 N Colonial St, Ft. Worth, TX 76111 • United States
6351 Camp Bowie Blvd., Ft. Worth, TX 76116 • United States
1371 W Main St, Midlothian, TX 76065 • United States
2001 South Beach, Ft. Worth, TX 76103 • United States
3061 Camp Wisdom Rd, Grand Prairie, TX 75052 • United States
990 Walnut Creek Drive North, Mansfield, TX 76063 • United States
500 East Border Street, Arlington, TX 76010 • United States
2904 N. Beltline Road, Irving, TX 75062 • United States
1600 E. Pioneer Parkway, Arlington, TX 76010 • United States
1301 S Bowen Rd, Arlington, TX 76013 • United States
2980 Matlock Rd., Mansfield, TX 76063 • United States
4330 Little Road, Arlington, TX 76016 • United States
9324 Summer Creek Dr, Fort Worth, TX 76123 • United States
1801 S.W. Green Oaks Blvd, Arlington, TX 76017 • United States
111 East Irving Blvd., Irving, TX 75060 • United States
2204 Harwood, Bedford, TX 76021 • United States
1001 S Crowley Rd, Crowley, TX 76036 • United States
3340 E Broad St, Mansfield, TX 76063 • United States
1000 Everman Road, Ft. Worth, TX 76140 • United States
3217 California Parkway, Fort Worth, TX 76119 • United States
6040 Ramey St, Ft. Worth, TX 76112 • United States
3800 S Cooper, Arlington, TX 76015 • United States
700 East Main St, Grand Prairie, TX 75050 • United States
1001 N Collins St, Arlington, TX 76011 • United States
755 Lamar Blvd. West, Arlington, TX 76012 • United States
3980 S Carrier Pkwy, Grand Prairie, TX 75052 • United States
1010 W. Euless Boulevard, Euless, TX 76040 • United States
4200 S Freeway, Ste 10, Fort Worth, TX 76115 • United States
7630 Mccart, Fort Worth, TX 76133 • United States
2535 E Arkansas Ln, Ste 301, Arlington, TX 76010 • United States
6351 Camp Bowie Blvd., Fort Worth, TX 76116 • United States
155 Nw John Jones, Burleson, TX 76028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2015 | 01/2025 |
| J.P. Morgan Securities Llc | Fort Worth | TX | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 01/2025 | Present |
| Bank Of America | Fort Worth | TX | 06/2015 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2015 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-13 |
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