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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insursance | San Antonio | TX | 08/2015 | 12/2016 |
| State Farm Vp Manageent Corp. | San Antonio | TX | 10/2015 | 12/2016 |
| Allstate Financial Advisors, Llc | San Antonio | TX | 02/2017 | 06/2017 |
| The Prudential Insurance Co. Of America | Austin | TX | 06/2017 | 12/2017 |
| Pruco Securities, Llc | Austin | TX | 06/2017 | 12/2017 |
| Texas Roadhouse | Live Oak | TX | 04/2018 | 09/2018 |
| J.P. Morgan Securities Llc | San Antonio | TX | 12/2017 | 06/2019 |
| Allstate | San Antonio | TX | 01/2017 | 06/2017 |
| J.P. Morgan Securities Llc | New Braunfels | TX | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | New Braunfels | TX | 09/2022 | Present |
| Uber | San Antonio | TX | 10/2017 | 01/2020 |
| Victory Capital Management Inc | San Antonio | TX | 07/2019 | 09/2022 |
| Victory Capital Services, Inc | San Antonio | TX | 07/2019 | 09/2022 |
| Slg Millennium Group Llc | Austin | TX | 06/2019 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 12/2017 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-30 |
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