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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
2929 Allen Parkway Suite 3000, Houston, TX 77019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2014 | 06/2017 |
| Jpmorgan Chase Bank Na | Houston | TX | 08/2019 | 03/2024 |
| Jpmorgan Securities Llc | Houston | TX | 08/2019 | 03/2024 |
| Univeristy Of Texas Mccombs School Of Business | Austin | TX | 08/2017 | 05/2019 |
| Jp Morgan Chase | Houston | TX | 06/2018 | 08/2018 |
| Corient | Houston | TX | 04/2024 | Present |
| Corient Services Llc | Miami | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-27 |
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
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