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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-19 |
| TX | RA | APPROVED | 2021-10-15 |
Branch Locations
8181 Communications Pkwy, F-04, 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 |
|---|---|---|---|---|
| Td Ameritrade | Dallas | TX | 06/2017 | 08/2021 |
| Unemployed | Dallas | TX | 04/2017 | 06/2017 |
| Staffzone | Dallas | TX | 02/2017 | 03/2017 |
| Technifax | Dallas | TX | 03/2015 | 11/2016 |
| Td Ameritrade Investment Management | Dallas | TX | 11/2017 | 08/2021 |
| Td Ameritrade, Inc. | Dallas | TX | 06/2017 | 08/2021 |
| Unemployed | Dallas | TX | 12/2016 | 01/2017 |
| J.P. Morgan Securities Llc | Columbus | OH | 09/2021 | Present |
| Morel Properties Llc | Krum | TX | 12/2021 | 12/2021 |
| Bohemian Freq & Resale: Ar City Vintage | Grapevine | TX | 07/2024 | Present |
Entity Name: Bohemian Freq & resale: AR City Vintage Investment related: No Address: PO Box 11 Grapevine TX 76099. No Website. Sold via Social media currently. Nature of the other business: Jewelry Position/Title/Relationship: Employee/Contractor Start Date: 07/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Research Marketing and buyers trends in the BOHO Jewelry market (Jewelry is priced at 50-100, Not Fine Jewelry. I am an assistant to the owner and does her research and help form marketing strategies. May post her ads on Social media which are strictly what she is selling. Help develop new lines of Jewelry . No plans to sell Fine Jewelry just handmade or BOHO finds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-19 |
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