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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas | Austin | TX | 08/2018 | 05/2022 |
| Goldman Sachs | Dallas | TX | 06/2021 | 08/2021 |
| Deloitte | Houston | TX | 07/2020 | 07/2020 |
| Endeavor Real Estate Group | Austin | TX | 02/2019 | 05/2019 |
| The Woodlands United Methodist Church | The Woodlands | TX | 01/2016 | 08/2018 |
| Goldman Sachs | Dallas | TX | 06/2022 | 08/2025 |
| J.P. Morgan Securities Llc | Austin | TX | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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