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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips Ray Capital Management, Inc. | Fort Worth | TX | 05/2002 | 08/2023 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 08/2023 | Present |
| Jpmorgan Securities Llc | Fort Worth | TX | 08/2023 | Present |
| 7 @ 2727 | Fort Worth | TX | 12/2020 | Present |
Entity Name: 7 @ 2727 Investment related: No "Address: 2727 West 7th Street, Fort Worth, TX 76107" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/31/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Limited partnership that owns a building at 2727 West 7th Street in Fort Worth, TX. I have no role and am simply a limited partner of the partnership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2002-07-09 |
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