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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
Branch Locations
707 Bandera Road, San Antonio, TX 78228 • United States
11640 Bandera Rd, San Antonio,, TX 78250 • United States
8014 Bandera Rd, San Antonio, TX 78250 • United States
18143 Blanco Road, San Antonio, TX 78232 • United States
10680 Culebra Rd, San Antonio, TX 78251 • United States
5258 De Zavala Rd, San Antonio, TX 78249 • United States
150 East Main, Fredericksburg, TX 78624 • United States
22203 Ih 10, San Antonio, TX 78256 • United States
7959 Fredericksburg Rd, San Antonio, TX 78229 • United States
7559 Nw Loop 410, San Antonio, TX 78245 • United States
10810 Potranco Rd, San Antonio, TX 78251 • United States
2130 S.W. Military Dr, San Antonio, TX 78224 • United States
12503 Nw Military Hwy, San Antonio, TX 78231 • United States
4011 San Pedro, Floor 02, San Antonio, TX 78212 • United States
11983 Alamo Ranch Pkwy, San Antonio, TX 78253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Insurance | Salt Lake City | UT | 01/2015 | 04/2018 |
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2018 | Present |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 07/2018 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 06/2012 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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