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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-02 |
Branch Locations
2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States
8181 Communications Pkwy Bldg F Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. / Mercer Allied | Dallas | TX | 11/2015 | 09/2018 |
| Goldman Sachs (The Ayco Company, L.P. / Mercer Allied) | Dallas | TX | 03/2019 | 07/2019 |
| Unemployed | Richardson | TX | 10/2018 | 02/2019 |
| Jpmorgan Chase Bank Na | Plano | TX | 06/2021 | Present |
| Jpmorgan Securities Llc | Plano | TX | 06/2021 | Present |
| Mbo Partners - Pwc Managed Review | Dallas | TX | 05/2020 | 01/2021 |
| Unemployed | Richardson | TX | 08/2019 | 04/2020 |
| Unemployed | Richardson | TX | 02/2021 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
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