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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 06/2026 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 06/2026 | Present |
| Wealth Enhancement Group | The Woodlands | TX | 06/2024 | 06/2026 |
| Starfox Financial Services Llc | The Woodlands | TX | 08/2020 | 06/2024 |
| Hri Properties (Sheraton) | Houston | TX | 12/2014 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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