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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-06 |
| NV | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Del Rio | TX | 12/2013 | 12/2017 |
| Unemployed | San Antonio | TX | 01/2018 | 12/2018 |
| First Command Financial Planning Inc | Fort Worth | TX | 02/2019 | 09/2022 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2019 | 09/2022 |
| First Command Advisory Services | Fort Worth | TX | 01/2019 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 10/2022 | 12/2023 |
| Bank Of America, N.A. | Las Vegas | NV | 10/2022 | 12/2023 |
| Vilasusta Llc | Las Vegas | NV | 01/2022 | 08/2024 |
| J.P. Morgan Securities Llc | Largo | FL | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Largo | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-07 |
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