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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-22 |
Branch Locations
3659 E Evans Rd, San Antonio, TX 78259 • United States
14832 Jones Maltsberger Road, San Antonio, TX 78247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Houston | TX | 10/2018 | 03/2019 |
| Klein Independent School District | Houston | TX | 11/2015 | 06/2017 |
| Homemaker | Cypress | TX | 07/2017 | 09/2018 |
| J.P. Morgan Securities Llc | Katy | TX | 06/2019 | Present |
| Jp Morgan Chase Bank, N.A | Katy | TX | 06/2019 | Present |
| Legacy Pine Investments Llc | Cypress | TX | 10/2017 | Present |
| Ameriprise Financial Services, Inc | Houston | TX | 10/2018 | 04/2019 |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LEGACY PINE INVESTMENTS, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/6/2017 ADDRESS: 14607 Cypress, TX DETAILS: INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 16 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-21 |
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