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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2014 | 04/2018 |
| Bank Of America, N.A. | Dallas | TX | 04/2018 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2018 | 12/2021 |
| J.P. Morgan Securities Llc | Dallas | TX | 01/2022 | Present |
| Bemoxie Supplements, Llc | Mesquite | TX | 01/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Dallas | TX | 01/2022 | Present |
| Strategic Advisers, Inc. | Westlake | TX | 02/2017 | 03/2018 |
| Fidelity Investments | Westlake | TX | 06/2014 | 03/2018 |
| Bemoxie Supplements | Mesquite | TX | 01/2020 | Present |
| Rental Property - Sidney | Mesquite | TX | 09/2017 | Present |
| Rental Property - Masters | Dallas | TX | 11/2020 | Present |
| Rental Property - Musgrave | Dallas | TX | 09/2021 | Present |
| Lml Consulting Llc | Forney | TX | 06/2023 | 09/2025 |
| Jace Properties, Llc | Forney | TX | 08/2024 | Present |
| Graceful Faith Properties Llc | Forney | TX | 12/2024 | Present |
Entity Name: Graceful Faith Properties LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/09/2024 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: this is a holding company for real estate that I will be owning in Texas Entity Name: Jace Properties, LLC Investment related: No Address: Private Residence Forney Texas 75126 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is not similar to my role at JPMC. This business is a holding company for real estate. Entity Name: Bemoxie Supplements Investment related: No "Address: 3330 N Galloway Ave. Suite 317 Mesquite, TX 75150 www.bemoxiesupplements.com" Nature of the other business: Healthcare Position/Title/Relationship: Employee/Contractor Start Date: 01/25/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My responsibilities are to maintain relationships with vendors, overseeing business productivity, and periodically work the shop on weekends. These responsibilities are not similar to my JPMC role nor is there a connection. Entity Name: Rental Property - Sidney Investment related: No "Address: 3405 Sidney Dr. Mesquite, TX 75149" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/07/2017 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property. Responsibilities include collecting rent and sending contractors for repairs as needed. These responsibilities are not similar to my JPMC role nor is there a connection. Entity Name: Rental Property - Masters Investment related: No "Address: 2104 N Masters Dr. Dallas, TX 75227" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property. Responsibilities include collecting rent and sending contractors for repairs as needed. These responsibilities are not similar to my JPMC role nor is there a connection. Entity Name: Rental Property - Musgrave Investment related: No "Address: 9518 Musgrave Dr Dallas, TX 75217" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property. Responsibilities include OAA#: 51214 | Org Name:Josue Gonzalez | Org Addr:Balch Springs, TX, US | Nature of Bus:Rental Income | Invst Rel:N | Title:Owner | Duties:Collect rent, repair damages, maintain property. | Start Dt:09/07/2017 | Total Hrs p/m:4 | Sec Trdng Hrs p/m:0 I*576249 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Balch Springs, Texas, 75180 Nature of business: Position, title, association: Sole owner, Start date of relationship: 44502 Number of hours devoted: 0.5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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