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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2025 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 10/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 08/2016 | 10/2025 |
| Bank Of America | Houston | TX | 08/2016 | 10/2025 |
NAME OF OTHER BUSINESS:Jessica Pan Rental # 1 Pflugerville IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Pflugerville,TX,78660,USA NATURE OF OTHER BUSINESS:Single family Rental YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2019-05-30 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Owner of the rental. Rent collections plus maintenance coordination as needed. IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:Jessica Pan Rental # 2 in Austin IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Austin,TX,78754,USA NATURE OF OTHER BUSINESS:Single Family Rental YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2024-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Rental Owner. Rent collections and maintenance coordination as needed. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-19 |
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