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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sb Value Partners | San Antonio | TX | 01/2012 | 04/2017 |
| Securevest Financial Group, Inc. | Boca Raton | FL | 04/2017 | 04/2018 |
| Cg Capital Markets, Llc | Boca Raton | FL | 04/2018 | 11/2018 |
| Vision Financial Markets Llc | San Antonio | TX | 11/2018 | 12/2021 |
| Cabrera Capital Markets | San Antonio | TX | 06/2022 | 10/2024 |
| Unemployed | San Antonio | TX | 01/2022 | 05/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 03/2025 | Present |
| Unemployed | San Antonio | TX | 11/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-27 |
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