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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Highland Village | TX | 10/2014 | 04/2025 |
| Wells Fargo Bank, N.A. | Highland Village | TX | 10/2014 | 04/2025 |
| J.P. Morgan Securities Llc | Southlake | TX | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 05/2025 | Present |
| People Of Trails | Southlake | TX | 11/2019 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
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