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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2023 | 06/2024 |
| Santander Consumer Usa | Dallas | TX | 01/2015 | 05/2023 |
| Fisher Investments | Plano | TX | 08/2024 | 09/2024 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 06/2025 | Present |
| Unemployed | Caddo Mills | TX | 10/2024 | 05/2025 |
| Unemployed | Caddo Mills | TX | 07/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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