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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Airlines | Dallas | TX | 10/2017 | 11/2018 |
| J.P. Morgan Securities Llc | Friendswood | TX | 11/2018 | 11/2021 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 11/2018 | Present |
| Unemployed | League City | TX | 07/2016 | 09/2017 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2022 | Present |
| The Lakeshore Group Llc | League City | TX | 08/2024 | Present |
Entity Name: The Lakeshore Group LLC Investment related: No Address: League City Texas 77573 Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental home for 1 property, will be opening an LLC for liability reasons. This role has no similarity's to my role at JPMC. The 2nd member of the LLC is a lifelong friend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
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