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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
Carrollton, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2021 | 06/2022 |
| Target | Highland Village | TX | 08/2019 | 05/2021 |
| Barnes & Noble | Denton | TX | 07/2018 | 08/2019 |
| Macys | Vancouver | WA | 03/2018 | 07/2018 |
| Joe'S Crab Shack | Grapevine | TX | 01/2016 | 08/2017 |
| Target | Grapevine | TX | 05/2017 | 12/2017 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2023 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2023 | 06/2026 |
| National Financial Services Llc | Westlake | TX | 07/2022 | 01/2023 |
| Ignite Restaurant Group | Grapevine | TX | 01/2016 | 08/2017 |
| Unemployed | Vancouver | WA | 01/2018 | 02/2018 |
| Tiaa | Frisco | TX | 07/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-01 |
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