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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Dallas | TX | 07/2017 | 04/2025 |
| Jpmorgan Chase Bank Na | Dallas | TX | 07/2017 | 04/2025 |
| Full Time Education | Columbia | MO | 08/2013 | 05/2017 |
| Beacon Beverage Imports | Southlake | TX | 08/2016 | 05/2017 |
| Unemployed | Southlake | TX | 05/2017 | 07/2017 |
| University Of Missouri | Columbia | MO | 08/2021 | Present |
| Beacon Beverage Imports | Granbury | TX | 06/2024 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2025 | Present |
1) Beacon Beverage Imports | Investment Related:No||Food/Beverage Production|Social Media Manager|2024-06-03|Less than 20|0|Help my family business with social media , 2) University of Missouri | Investment Related:No|Cornell Hall|Education|Tigers on Wall Street Mentor|2021-08-01|Less than 20|0|Teach a 10 week class in the fall to help prepare students for a trip to NYC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-21 |
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