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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 02/2015 | 08/2021 |
| Bank Of America, N.A. | Houston | TX | 02/2015 | 08/2021 |
| Jp Morgan Chase Bank, N.A. | Lakeway | TX | 08/2021 | Present |
| J.P. Morgan Securities Llc | Lakeway | TX | 08/2021 | Present |
| Rj Ventures, Llc | Austin | TX | 01/2022 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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