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8333 Douglas Ave Suite 1450, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
8333 Douglas Ave Suite 1450, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2010 | 04/2024 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2008 | 04/2024 |
| Meregrass, Inc. | Dallas | TX | 04/2024 | Present |
| Smith Capital Markets, Inc. | Dallas | TX | 04/2024 | Present |
| Duration Asset Management, Llc | Dallas | TX | 04/2024 | Present |
Entity Name: Meregrass Inc. Position: Charter Sales Investment related: No Address: Dallas, TX 75205 Nature of the other business: Charter company Start Date: 04/2024; Entity Name: Duration Asset Management, LLC. Position: Managing Director Investment related: Yes Address: Dallas, TX 75225 Nature of the other business: Registered Investment Adviser Start Date: 04/2024;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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