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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 09/2018 | 10/2022 |
| Staples Business Advantage | Houston | TX | 01/2018 | 07/2018 |
| Bank Of America | Houston | TX | 12/2015 | 01/2018 |
| Best Buy | Houston | TX | 06/2016 | 01/2017 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 09/2018 | 10/2022 |
| Unemployed | Tomball | TX | 08/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Houston | TX | 05/2017 | 06/2017 |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 05/2023 | 04/2026 |
| Wells Fargo Bank, Na | The Woodlands | TX | 05/2023 | 04/2026 |
| Unemployed | Magnolia | TX | 10/2022 | 05/2023 |
| Truist Investment Services, Inc | Shenandoah | TX | 04/2026 | Present |
| Truist Advisory Services, Inc | Shenandoah | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
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