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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
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 |
|---|---|---|---|---|
| Dawson's Mobile Detailing | Dallas | TX | 06/2022 | 06/2023 |
| Equitable Advisors, Llc | Dallas | TX | 05/2023 | 01/2024 |
| Smoothie King | Dallas | TX | 09/2021 | 09/2022 |
| Instacart | Dallas | TX | 12/2019 | 09/2021 |
| Unemployed | Dallas | TX | 05/2014 | 12/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2024 | Present |
| Unemployed | Dallas | TX | 02/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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