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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-07 |
| NY | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors Inc | Houston | TX | 06/2021 | 10/2021 |
| Bbva | Houston | TX | 03/2019 | 06/2021 |
| Walmart | Huntsville | TX | 03/2015 | 02/2019 |
| American International Group, Inc. (Aig) | Houston | TX | 06/2021 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 06/2022 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 06/2022 | Present |
| Unemployed | Willis | TX | 11/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-07 |
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