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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Houston | TX | 11/2016 | 12/2017 |
| Ohio National Financial Services | Houston | TX | 06/2016 | 12/2017 |
| Jp Morgan Chase Bank N.A. | Houston | TX | 02/2018 | Present |
| Jp Morgan Securities, Llc | Houston | TX | 02/2018 | Present |
| On Investment Management Co | Houston | TX | 09/2017 | 12/2017 |
| Atlantic Insurance Brokerage | Houston | TX | 10/2016 | 12/2017 |
| American Airlines | Fort Worth | TX | 12/2021 | 05/2024 |
| B Enterprises | Houston | TX | 02/2024 | Present |
Entity Name: B Enterprises Investment related: No Address: Houston, TX 77054 Nature of the other business: Investment Company Position/Title/Relationship: Owner/Partner Start Date: 02/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Personal Investment Company. This entity is used to hold assets. Source of ongoing income for the entity is from the assets themselves (e.g. capital gains, dividends, proceeds from sale). This entity does not hold any income generating real estate or other entities of any kind. This is not an operating entity and it is used to hold individual investable assets. Not similar to JPMC role and no connection to JPMC"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-19 |
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