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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2024-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2024 | Present |
| Charles Schwab | San Antonio | TX | 05/2020 | 02/2024 |
| Usaa | San Antonio | TX | 04/2008 | 05/2020 |
| Unemployed | San Antonio | TX | 03/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-30 |
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