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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2018 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Flower Mound | TX | 01/2016 | 09/2017 |
| Tour 18 | Flower Mound | TX | 08/2017 | 11/2017 |
| Goldman Sachs | Richardson | TX | 01/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | Present |
| Charles Schwab & Co. | Westlake | TX | 12/2018 | 01/2021 |
| Unemployed | Northlake | TX | 12/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-15 |
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