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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
405 Colorado St , Austin , TX 78701 • United States
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial Group | Houston | TX | 02/2016 | 05/2018 |
| Ubs Financial Services Inc. | Austin | TX | 06/2018 | 08/2025 |
| J.P. Morgan Securities Llc | Dallas | TX | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 08/2025 | Present |
Entity Name: RedHouse InKind Investment related: NO Address: Austin, TX Nature of the other business: Financing Company Position/Title/Relationship: Owner/Partner Start Date: 12/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive investor in a partnership participating in a pre-Series A of InKind, a company that funds restaurant groups Entity Name: RedHouse Kingston I Investment related: No Address: Austin, TX Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive investor in a partnership investing in a multi-family real estate portfolio in update NY Entity Name: PecosPals Investment related: NO Address: Austin, TX Nature of the other business: Bar Position/Title/Relationship: Owner/Partner Start Date: 08/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive investor in a partnership for a local wine bar in Austin Entity Name: RedHouse Vero Investment related: No Address: Austin, TX Nature of the other business: Proptech Company Position/Title/Relationship: Owner/Partner Start Date: 06/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive investor in a partnership that invested in a Series A of a proptech company helping buildings screen tenants Effective 8/28/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-08 |
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