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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Capital Management, Inc. | New York | NY | 09/2016 | 11/2016 |
| Unemployed | San Antonio | TX | 12/2016 | 12/2016 |
| Citigroup Global Markets Inc. | San Antonio | TX | 01/2017 | 02/2021 |
| Jpmorgan Chase Bank, N.A. | San Antonio | NY | 01/2017 | 01/2017 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 03/2021 | 10/2022 |
| Frost Investment Services | San Antonio | TX | 03/2021 | 10/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 04/2023 | Present |
| Broadway Wealth Solutions | San Antonio | TX | 10/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-25 |
| S66 | Uniform Combined State Law Examination | 2000-01-04 |
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