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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
2223 Gessner Rd, Houston, TX 77080 • United States
20 Greenway Plz, Houston, TX 77046 • 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 | 05/2026 | Present |
| Unemployed | Houston | TX | 03/2014 | 09/2019 |
| New York Life Insurance Co | Houston | TX | 09/2020 | 11/2022 |
| Nylife Securities Llc | Houston | TX | 03/2021 | 11/2022 |
| Citigroup | San Antonio | TX | 12/2022 | 03/2024 |
| J.P. Morgan Securities Llc | San Antonio | TX | 03/2024 | 01/2025 |
| Titan Fitness Dba Fitness Connection | Sugarland | TX | 10/2019 | 09/2020 |
| Jpmorgan Chase Bank, N.A | Katy | TX | 01/2025 | 05/2026 |
| J.P. Morgan Securities Llc | Katy | TX | 01/2025 | 05/2026 |
| Bank Of America, N.A. | Houston | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-16 |
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