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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At Austin | Austin | TX | 01/2004 | 09/2016 |
| Nylife Securities Llc | Austin | TX | 09/2021 | 10/2021 |
| New York Life Insurance Co | Austin | TX | 09/2016 | 10/2021 |
| Thrivent Investment Management | Austin | TX | 08/2016 | 09/2016 |
| Eagle Strategies Llc | Austin | TX | 12/2017 | 10/2021 |
| J.P. Morgan Securities Llc | Austin | TX | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 11/2021 | Present |
Entity Name: Rental property Investment related: N Address: Austin TX 78729 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personal resident is being leased out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-29 |
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