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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Unemployed | Fort Worth | TX | 02/2016 | 03/2017 |
| Bank Of America | Bedford | TX | 03/2017 | 07/2017 |
| Charles Schwab/Td Ameritrade | Sarasota | FL | 08/2017 | 12/2024 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2025 | Present |
| Unemployed | Fort Worth | TX | 01/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-20 |
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