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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano , TX 75024 • United States
3203 Southwest Freeway, Houston, TX 77027 • United States
8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2016 | 10/2017 |
| Bank Of America, N.A. | Houston | TX | 04/2016 | 10/2017 |
| East West Bank | Houston | TX | 10/2017 | 11/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2017 | 11/2022 |
| Cetera Investment Advisers Llc | Houston | TX | 11/2017 | 11/2022 |
| J.P. Morgan Securities Llc | Houston | TX | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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