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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orange Theory Fitness | Houston | TX | 04/2019 | 06/2019 |
| Uber | Houston | TX | 01/2018 | 12/2019 |
| Texas A&M University | College Station | TX | 09/2014 | 12/2018 |
| Texas A & M University | College Station | TX | 10/2015 | 01/2019 |
| Axa Advisors, Llc | Houston | TX | 07/2019 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Missouri City | TX | 03/2020 | 08/2022 |
| Jp Morgan Securities Llc | Missouri City | TX | 03/2020 | 08/2022 |
| Bank Of America, N.A. | Katy | TX | 08/2022 | 02/2024 |
| J.P. Morgan Securities Llc | Katy | TX | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Katy | TX | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-17 |
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