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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2022-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | San Antonio | TX | 06/2013 | 12/2016 |
| Frost Brokerage Services, Inc | San Antonio | TX | 06/2017 | 11/2017 |
| Wells Fargo Bank, N.A. | San Antonio | TX | 01/2017 | 06/2017 |
| Millennium Group | Austin | TX | 11/2017 | 12/2017 |
| Swbc Investment Services, Llc | San Antonio | TX | 09/2018 | 10/2020 |
| Citigroup Global Markets Inc | San Antonio | TX | 12/2017 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 03/2021 | Present |
| J.P. Morgan Securities Llc | San Antonio | TX | 03/2021 | Present |
| Citi Personal Wealth Management | San Antonio | TX | 12/2017 | 08/2018 |
| Macy's | San Antonio | TX | 03/2019 | 08/2019 |
| Amazon | San Antonio | TX | 06/2019 | 09/2019 |
| T & J Ventures Llc | San Antonio | TX | 01/2019 | 02/2019 |
| Ups | San Antonio | TX | 10/2016 | 11/2016 |
| Randstad | San Antonio | TX | 12/2016 | 07/2017 |
| Office Depot | San Antonio | TX | 01/2020 | 01/2020 |
| Victory Capital Services, Inc | San Antonio | TX | 10/2020 | 03/2021 |
| Aerotek | San Anonio | TX | 10/2020 | 03/2021 |
| Upwork | San Francisco | CA | 05/2023 | 06/2023 |
| Amazon | San Antonio | TX | 06/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-19 |
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