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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Houston | TX | 10/2008 | 10/2021 |
| Jpmorgan Chase Bank Na | Houston | TX | 01/2017 | 10/2021 |
| Charles Schwab & Co Inc | Westlake | TX | 10/2021 | 12/2022 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 12/2022 | Present |
| Jpmorgan Securities Llc | Fort Worth | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-17 |
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