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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
Branch Locations
405 Colorado Street, Floor 22, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 07/2016 | 07/2018 |
| 1St Global Advisors, Inc. | Dallas | TX | 07/2016 | 07/2018 |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 08/2018 | 07/2025 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-27 |
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