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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oscar De La Renta | New York | NY | 02/2017 | 02/2018 |
| Mi Golondrina | Dallas | TX | 03/2018 | 05/2021 |
| Yeti | Austin | TX | 05/2021 | 07/2022 |
| Vanderbilt University | Nashville | TN | 06/2023 | 05/2024 |
| Goldman Sachs And Co | Dallas | TX | 06/2023 | 08/2023 |
| Goldman Sachs And Co | Dallas | TX | 07/2024 | 04/2025 |
| Vanderbilt University | Nashville | TN | 08/2022 | 05/2024 |
| University Of Texas At Austin | Austin | TX | 08/2012 | 08/2020 |
| Oscar De La Renta | New York | NY | 09/2016 | 12/2016 |
| Unemployed | Dallas | TX | 06/2024 | 06/2024 |
| Unemployed | Dallas | TX | 05/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 10/2025 | Present |
| J.P. Morgan Securities Llc | Fort Worth | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-10 |
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