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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
801 University Ave, Lubbock, TX 79401 • United States
1111 N. Ih 35, Round Rock, TX 78664 • United States
720 S 5Th St, Waco, TX 76706 • United States
2711 La Frontera Blvd, Round Rock, TX 78681 • United States
2362 Sw Hk Dodgen Loop, Temple, TX 76504 • United States
4600 E Palm Valley Blvd, Round Rock, TX 78665 • United States
651 N Us Hwy 183, Bldg D, Leander, TX 78641 • United States
405 Colorado Street, Floor 22, Austin, TX 78701 • United States
1111 N Interstate 35, Round Rock, TX 78664 • United States
1027 W. University Ave, Georgetown, TX 78628 • United States
5805 I-40 West, Amarillo, TX 79106 • United States
6503 82Nd St, Lubbock, TX 79424 • United States
506 Hwy 79, Hutto, TX 78634 • United States
1714 E. Pfenning Lane, Pflugerville, TX 78660 • United States
800 Hewitt Dr., Waco, TX 76712 • United States
4900 Gattis School Road, Hutto, TX 78634 • United States
280 University Blvd., Round Rock, TX 78664 • United States
19374 Ronald W Reagan Blvd, Georgetown, TX 78628 • United States
4600 Williams Dr, Georgetown, TX 78633 • United States
201 E Central Texas Expy, Unit 1800, Harker Heights, TX 76548 • United States
320 N New Road, Waco, TX 76710 • United States
28705 Ronald W Reagan Blvd , Georgetown, TX 78633 • United States
1569 Main St., Buda, TX 78610 • United States
1569 Main St, Buda, TX 78610 • United States
3317 Northland Drive, Austin, TX 78731 • United States
6301 W. Parmer Lane, Austin, TX 78729 • United States
11521 N. Fm 620 N. Bldg. D, Austin, TX 78726 • United States
9739 Great Hills Trail, Austin, TX 78759 • United States
9901 N. Lamar, Austin, TX 78753 • United States
12222 Research Blvd., Austin, TX 78759 • United States
12858 Research Blvd, Hwy #183, Austin, TX 78750 • United States
11800 Domain Dr, Austin, TX 78758 • United States
1200 North Bell Blvd., Cedar Park, TX 78613 • United States
13809 Research Blvd., Austin, TX 78750 • United States
15004 Avery Ranch Blvd, Austin, TX 78717 • United States
7545 Burnet Road, Austin, TX 78757 • United States
1485 Cypress Creek Road, Cedar Park, TX 78613 • United States
2600 E Whitestone Blvd Fl 1, Cedar Park, TX 78613 • United States
17450 Rm 620, Round Rock, TX 78681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Round Rock | TX | 02/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 01/2015 | 02/2026 |
| Bank Of America | Austin | TX | 11/2007 | 02/2026 |
NAME OF OTHER BUSINESS:Rental Property IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Port Aransas,TX,78373,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2021-02-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:3 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Owner of rental property. Confer with property management company monthly to make sure everything is running smoothly, and validate maintenance routines. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-29 |
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