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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
3200 Olympus Blvd Ste 100 , Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2016 | 08/2018 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2018 | 06/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2021 | 07/2024 |
| Cetera Wealth Services Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 08/2026 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 07/2024 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-17 |
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