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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Frisco | TX | 10/2016 | 05/2023 |
| Jpmorgan Chase | Mckinney | TX | 08/2011 | 09/2016 |
| Jpmorgan Case Bank, N.A. | Frisco | TX | 01/2018 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Plano | TX | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*588304- Unikr0n 58 LLC; Investment Related: Yes; Mckinney, Texas; Automotive/Transportation, Social Media Influencer for Cars,Trucks, media production; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 0; After Business Hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
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