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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
912 Kitty Hawk Rd, Universal City, TX 78148 • United States
6026 Fm 3009, Schertz, TX 78154 • United States
6596 Fm 78, San Antonio, TX 78244 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 03/2016 | 12/2018 |
| Nylife Securities Llc | San Antonio | TX | 03/2016 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 12/2018 | Present |
| J.P. Morgan Securities Llc | Schertz | TX | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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