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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
Richardson, TX • United States
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2024 | 12/2024 |
| Vira Insight | Lewisville | TX | 10/2022 | 10/2023 |
| Nolan Transportation Group | Irving | TX | 05/2018 | 10/2022 |
| The Marketing Arm | Dallas | TX | 09/2013 | 04/2018 |
| J.P. Morgan Securities Llc | Plano | TX | 04/2025 | Present |
| Unemployed | Richardson | TX | 01/2025 | 03/2025 |
| Unemployed | Richardson | TX | 11/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-05 |
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