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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A | Waco | TX | 09/2021 | 03/2024 |
| J.P Morgan Securities Llc | Waco | TX | 09/2021 | 03/2024 |
| Universal Home Solutions | Dayton | TX | 05/2016 | 07/2021 |
| Unemployment | Waco | TX | 08/2021 | 09/2021 |
| Wolf Island Ranch Llc | Riesel | TX | 04/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waco | TX | 03/2024 | Present |
| Bank Of America N.A. | Frisco | TX | 05/2024 | Present |
I* 1770259 For profit or not for profit: Entity For Profit Name of outside business organization: Wolf Island Ranch LLC Investment related: no Address of business: Riesel, TX, 76682 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 05/05/2020 Number of hours devoted: 15 monthly Number of hours devoted during trading hours: 0 Duties: Wagyu ranch at our home. Husband takes care of. I assist with manual work such as feeding cows, caring for pastures and fences with him.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-27 |
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