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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
5000 Colleyville Blvd., Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Colleyville | TX | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Colleyville | TX | 07/2025 | Present |
| Joseph Eiswert - Self Employed | Prosper | TX | 01/2017 | 07/2025 |
| Texas Financial Advisors | Dallas | TX | 11/2024 | 02/2025 |
| G&E Auto | Laguna Niguel | CA | 04/2022 | 09/2024 |
| Logic Logistics | Irvine | CA | 11/2023 | 07/2024 |
| Smile Makers Dental | Apple Valley | CA | 01/2020 | 09/2023 |
| Olive Garden | Laguna Hills | CA | 08/2021 | 12/2021 |
| Unemployed | Apple Valley | CA | 07/2015 | 12/2016 |
| Reliant Logistics Llc | Frisco | TX | 05/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
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