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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-24 |
| FL | RA | APPROVED | 2023-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex Express | Miami | FL | 08/2010 | 01/2019 |
| Valic Financial Advisors, Inc. | Miami | FL | 01/2019 | 07/2023 |
| Agia | Houston | TX | 08/2019 | 12/2022 |
| J.P. Morgan Securities Llc | Miami Beach | FL | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Miami Beach | FL | 08/2023 | Present |
| Valic | Miami | FL | 03/2019 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-17 |
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