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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-27 |
Branch Locations
1820 E. Jackson Road, Carrollton, TX 75006 • United States
12875 Josey Lane., Farmers Branch, TX 75234 • United States
2945 Walnut Hill Lane, Dallas, TX 75229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 01/2013 | 07/2022 |
| Bank Of America, N.A. | Dallas | TX | 01/2013 | 07/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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