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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 03/2026 | Present |
| Morgan Stanley | Gilbert | AZ | 05/2024 | 03/2026 |
| Vanguard | Scottsdale | AZ | 05/2023 | 05/2024 |
| Pazzo Gelato | Gilbert | AZ | 08/2022 | 04/2023 |
| Td Bank | Fergus | 02/2022 | 08/2022 | |
| Nexus Health | North York | 08/2018 | 05/2022 | |
| Army | Georgetown | 02/2017 | 01/2020 | |
| Osprey Valley | Caledon | 04/2018 | 09/2018 | |
| Osprey Valley Golf Course | Caledon | 06/2017 | 09/2017 | |
| Unemployed | Caledon | 03/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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