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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
1490 Eldridge Parkway, Houston, TX 77077 • United States
9515 Spring Green Blvd Flr 1, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Katy | TX | 07/2026 | Present |
| J.P. Morgan Securities Llc | Katy | TX | 07/2026 | Present |
| Bank Of America/Merrill Lynch | Katy | TX | 03/2022 | 07/2026 |
| J.P. Morgan Securities Llc | Sugar Land | TX | 05/2016 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Sugar Land | TX | 05/2016 | 03/2022 |
NAME OF OTHER BUSINESS:William G. Ortiz IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,katy,TX,77449,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2019-07-08 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Manage residential rental property. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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