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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-12 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
712 Main St 5Th Floor - South, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2009 | 01/2018 |
| Bank Of America, N.A. | Houston | TX | 12/2009 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 01/2018 | Present |
| Jpmorgan Securities, Llc. | Dallas | TX | 01/2018 | Present |
| Committo Group, Llc | Austin | TX | 09/2024 | Present |
Entity Name: Committo Group, LLC Investment related: No "Address: 6101 West Courtyard Drive, Suite 2-225 Austin, TX 78730 www.committogroup.com" Nature of the other business: Operational Services Position/Title/Relationship: Owner/Partner Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Committo Group, LLC provides administrative, consulting, marketing, and operational services to 501(c)3s. The company also provides educational materials and offers training courses to university leaders around the state of Texas. I*101599 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FAMILY MINERAL INTERESTS IN TX INVESTMENT RELATED: Y ADDRESS OF BUSINESS: HOUSTON, TEXAS 77056 NATURE OF BUSINESS: OTHER, MINERALS ARE JOINTLY OWNED BY MY WIFE AND ME POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/10/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NO RESPONSIBILITIES REQUIRED OTHER THAN TO CONTINUE TO PAY TAXES ON FAMILY'S MINERAL INTERESTS THAT MY SIBLINGS AND I HAVE RECENTLY PURCHASED FROM MY AUNT WHO NEEDS TO PAY HEALTHCARE EXPENSES FOR HER HUSBAND WHO HAS ALZHEIMER'S. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
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