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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
8181 Communications Pkwy, Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 01/2026 | Present |
| Clleen Energy Assets, Llc | Shreveport | LA | 05/2022 | Present |
| Clleen Energy, Llc | Shreveport | LA | 05/2022 | Present |
| Spectrum Financial Group | Dallas | TX | 10/2024 | 10/2025 |
| Massachusetts Mutual Life Insurance Co. | Dallas | TX | 10/2024 | 10/2025 |
| Fred's Bar And Grill | Baton Rouge | LA | 04/2021 | 12/2023 |
| Triumvirate Of Baton Rouge | Baton Rouge | LA | 04/2021 | 12/2023 |
| Unemployed | Baton Rouge | LA | 12/2015 | 04/2021 |
NAME OF OTHER BUSINESS:CLLEEN Energy, LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Shreveport,LA,71106,USA NATURE OF OTHER BUSINESS:Mineral Royalties YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2022-05-26 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:The LLC is a pass through company for mineral rights based out of north Louisiana. I do not have any personal duties or obligations and am a member with 24.5% of ownership of the LLC. IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:CLLEEN Energy Assets, LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Shreveport,LA,71106,USA NATURE OF OTHER BUSINESS:Mineral Royalties YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2022-05-26 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Pass through company for mineral royalties from north Louisiana. I have no duties or obligations for this activity. I am a majority owner but just hold the position of member of this LLC. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
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