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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
Ibc Building 500 West 5Th Street, 8Th Floor, Austin, TX 78701 • United States
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 01/2025 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 01/2025 | 02/2026 |
| Florida Financial Advisors Llc | Austin | TX | 10/2024 | 12/2024 |
| Texas Financial Advisors | Austin | TX | 07/2024 | 12/2024 |
| Audi Of America | Austin | TX | 10/2024 | 10/2024 |
| Hanger Inc | Austin | TX | 02/2024 | 09/2024 |
| Unemployed | Austin | TX | 09/2021 | 01/2024 |
| Ymca | Cedar Park | TX | 06/2021 | 08/2021 |
| Unemployed | Austin | TX | 11/2019 | 05/2021 |
| Heb | Austin | TX | 07/2017 | 10/2019 |
| Unemployed | Austin | TX | 01/2015 | 06/2017 |
| First Trust Portfolios L.P. | Wheaton | IL | 02/2026 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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