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Advisor at J.P. MORGAN SECURITIES LLC
MCKINNEY, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 1, 2026 | n/a | yes | MCKINNEY, TX|MCKINNEY, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Mar 25, 2024 | Apr 23, 2026 | no | PLANO, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 7, 2022 | Feb 20, 2024 | no | DALLAS, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 9, 2021 | Oct 20, 2022 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | J.P. MORGAN SECURITIES LLC | Apr 23, 2026 | May 1, 2026 | 8 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FISHER INVESTMENTS | Feb 20, 2024 | Mar 25, 2024 | 34 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 20, 2022 | Dec 7, 2022 | 48 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288590:7691:TX:2022-10-19 | Oct 20, 2022 | Dec 7, 2022 | WESTLAKE, TX | Firm change |