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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2024 | 11/2024 |
| Echo Global Logistics | Dallas | TX | 06/2023 | 08/2023 |
| Grasso Public Adjusters | Flower Mound | TX | 05/2022 | 08/2022 |
| Uber Eats | Dallas | TX | 11/2022 | 04/2024 |
| Texas Tech University | Lubbock | TX | 08/2019 | 05/2024 |
| Unemployed | Dallas | TX | 03/2015 | 08/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2025 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 02/2025 | 04/2025 |
| Lemnis Capital | Dallas | TX | 04/2024 | 11/2024 |
| Unemployed | Dallas | TX | 11/2024 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2025 | Present |
| Bank Of America, N.A. | Dallas | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-21 |
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