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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
14606 Memorial Drive, Houston, TX 77079 • United States
810 S Mason Rd, Katy, TX 77450 • United States
23330 Westheimer Pkwy, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 11/2014 | 06/2019 |
| Jpmorgan Chase Bank | Houston | TX | 11/2014 | 01/2017 |
| Jpmorgan Chase Bank, N.A | Houston | TX | 01/2017 | 06/2019 |
| Frost Bank | Houston | TX | 06/2019 | 08/2026 |
| Frost Brokerage Services | Houston | TX | 06/2019 | 08/2026 |
| Fifth Third Bank | Houston | TX | 08/2026 | Present |
| Fifth Third Securities | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-12 |
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