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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-30 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 06/2006 | 05/2023 |
| Bank Of America Na | Fort Worth | TX | 05/2016 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 05/2023 | Present |
| J.P. Morgan Securities Llc | Fort Worth | TX | 05/2023 | Present |
Entity Name: Methodist Justice Ministry Investment related: No Address: 750 W 5th St, Fort Worth, TX 76102 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Non-profit law firm providing services for those who cannot afford it. As a member of the finance committee, my role would be to ensure the organization has sound financial practices and remains on budget. " Entity Name: Colonial Country Club Investment related: Yes "Address: 3735 Country Club Cir, Fort Worth, TX 76109 https://www.colonialfw.com/ " Nature of the other business: Country Club Position/Title/Relationship: Advisor/Officer Start Date: 02/19/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Colonial Country Club is a private Country Club in Fort Worth. As a member of the finance committee, my role will be to assist with strategic financial planning. There is no known connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-20 |
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