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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-10 |
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