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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

1200 North Bell Blvd., Cedar Park, TX 78613 • United States

2600 E Whitestone Blvd Fl 1, Cedar Park, TX 78613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Strategies/Massmutual Life Insurance Co Austin TX 09/2020 01/2024
Mml Investors Services, Llc Austin TX 08/2021 01/2024
Peveto & Associates Tyler TX 01/2019 04/2020
Unemployed New Braunfels TX 04/2020 09/2020
Monticello Investments Oklahoma City OK 06/2017 08/2018
The University Of Oklahoma Biology Department Norman OK 05/2016 09/2017
Lion Street Financial Austin TX 01/2024 06/2025
Lion Street Advisors Austin TX 01/2024 06/2025
Heaton Bennett Insurance Austin TX 04/2022 06/2025
J.P. Morgan Securities Llc Cedar Park TX 06/2025 Present
Jpmorgan Chase Bank, N.A. Cedar Park TX 06/2025 Present
Unemployed New Braunfels TX 09/2018 12/2018
  • 09/2020 → 01/2024
    Capital Strategies/Massmutual Life Insurance Co
    Austin, TX
  • 08/2021 → 01/2024
    Austin, TX
  • 01/2019 → 04/2020
    Peveto & Associates
    Tyler, TX
  • 04/2020 → 09/2020
    Unemployed
    New Braunfels, TX
  • 06/2017 → 08/2018
    Monticello Investments
    Oklahoma City, OK
  • 05/2016 → 09/2017
    The University Of Oklahoma Biology Department
    Norman, OK
  • 01/2024 → 06/2025
    Lion Street Financial
    Austin, TX
  • 01/2024 → 06/2025
    Lion Street Advisors
    Austin, TX
  • 04/2022 → 06/2025
    Heaton Bennett Insurance
    Austin, TX
  • 06/2025 → Present
    Cedar Park, TX
  • 06/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Cedar Park, TX
  • 09/2018 → 12/2018
    Unemployed
    New Braunfels, TX
Previous Registrations
  • 2024-10-16 → 2025-06-10
    Lion Street Advisors, Llc
    Austin, TX
    Austin, TX
  • 2022-02-16 → 2024-01-04
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-02-10

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