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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
1780 Hughes Landing Blvd, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Englewood | CO | 11/2009 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Englewood | CO | 10/2015 | 09/2017 |
| Jpmorgan Chase Bank, N.A. | The Woodlands | TX | 06/2021 | 02/2025 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 06/2021 | 02/2025 |
| Wells Fargo Bank, N.A. | Spring | TX | 09/2017 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Spring | TX | 09/2017 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 02/2025 | Present |
| Bank Of America, N.A | The Woodlands | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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