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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Mesquite | TX | 09/2019 | 01/2022 |
| Wells Fargo Bank N.A. | Frisco | TX | 09/2017 | 09/2019 |
| Walgreens | Carrollton | TX | 04/2018 | 08/2018 |
| Jpmorgan Chase Bank N.A. | Farmers Branch | TX | 11/2015 | 10/2016 |
| Pls Financial Services | Dallas | TX | 08/2014 | 05/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2022 | 11/2022 |
| Jpmorgan Chase Bank N.A. | Farmers Branch | TX | 01/2017 | 08/2017 |
| Self Employed | Crandall | TX | 10/2020 | 05/2025 |
| Wells Fargo Bank, Na | Dallas | TX | 02/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 02/2023 | 10/2023 |
| Ally Invest Securities Llc | Charlotte | NC | 11/2023 | Present |
| Ally Invest Advisors | Charlotte | NC | 11/2023 | Present |
| Walgreens | Dallas | TX | 12/2022 | 02/2023 |
Zulei LLC. Non-investment related. 2417 Russell St Crandall TX 75114. Managing Member. 10/25/20. 0 Hours per month. Online Boutique.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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