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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 11/2010 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2018 | 02/2022 |
| 28714 Stone Fox Llc | Spring | TX | 09/2021 | Present |
| Bank Of America | Houston | TX | 04/2018 | 02/2022 |
| J.P. Morgan Securities Llc | Spring | TX | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Spring | TX | 10/2023 | Present |
| 1432 Rolling Fairway Llc | Davenport | FL | 06/2023 | 05/2026 |
| White Oak Real Estate Solutions Llc | Spring | TX | 10/2020 | 12/2022 |
Entity Name: 28714 Stone Fox LLC Investment related: No Address: 28714 Stone Fox Dr. Spring TX 77386 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/10/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential property rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-17 |
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