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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Sugar Land | TX | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Sugar Land | TX | 01/2026 | Present |
| The Conclave | Houston | TX | 01/2023 | Present |
| Prudential | Houston | TX | 07/2025 | 01/2026 |
| Lpl Enterprise | Houston | TX | 01/2025 | 01/2026 |
| Riza Consultants | Houston | TX | 11/2024 | 07/2025 |
| Zen Lounge | Houston | TX | 05/2025 | 06/2025 |
| The Address Bar And Grill | Houston | TX | 04/2021 | 01/2025 |
| Unv Of Houston | Houston | TX | 02/2019 | 06/2021 |
| Hillstone Restaurant | Houston | TX | 03/2020 | 08/2020 |
| Oakland Natives Give Back Fund | Oakland | CA | 12/2018 | 02/2019 |
| Ca State East Bay | Hayward | CA | 01/2014 | 12/2018 |
| Macys | San Mateo | CA | 11/2016 | 08/2017 |
Entity Name: The Conclave Investment related: No "Address: 5419 Clarewood Drive Suite Houston, TX 77081" Nature of the other business: Event Venue Position/Title/Relationship: Owner/Partner Start Date: 01/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Conclave is an event hosting venue. We offer a space for our guests to host baby showers, birthdays, and other events. I assist with client interactions and tours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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