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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Pearland | TX | 09/2012 | 08/2017 |
| Bbva Securities Inc | Pearland | TX | 05/2013 | 07/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2012 | 08/2017 |
| Bbva Wealth Solutions Inc | Pearland | TX | 06/2015 | 07/2017 |
| Unemployed | Pearland | TX | 09/2017 | 07/2018 |
| Lpl Financial Llc | Pearland | TX | 08/2018 | 06/2021 |
| Jpmorgan Chase Bank (Tx) | Pearland | TX | 06/2021 | Present |
| J.P. Morgan Securities Llc | Pearland | TX | 06/2021 | Present |
| Select Quote/Inside Response | Pearland | TX | 09/2020 | 05/2021 |
| Any Occasion Entertainment | Pearland | TX | 01/2008 | Present |
| Ps 139 Accounting Services Llc | Pearland | TX | 02/2025 | Present |
Entity Name: PS 139 ACCOUNTING SERVICES LLC Investment related: No Address: Private Residence Nature of the other business: Accounting Position/Title/Relationship: Owner/Partner Start Date: 02/19/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife is opening her own business and I am an owner. I will help her manage the the bank account I will not be doing any accounting as I am a banker. She will be providing general accounting services such as accounts payable, payroll, and bookkeeping. Entity Name: Any Occasion Entertainment Investment related: No Address: Pearland, TX 77581 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 01/08/2008 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Mobile Disc Jockey , owner operator, DJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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