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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-06 |
Branch Locations
14094 Fm 2920 Rd, Tomball, TX 77377 • United States
40460 Heritage Green Cir, Magnolia, TX 77354 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 03/2015 | 01/2020 |
| Jp Morgan Chase Bank | Houston | TX | 03/2015 | 01/2020 |
| Uber | Houston | TX | 08/2015 | 11/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 01/2020 | 03/2024 |
| Jp Morgan Chase Bank | Houston | TX | 01/2020 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 03/2024 | Present |
BOAT RENTAL RODRIGO MARTINEZ DBA X&R BOATZ, INVT RELATED, CYPRESS, TX, 100% OWNERSHIP, START DATE 3/29/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL INCOME RECEIVED FROM RENTING OUT MY BOAT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-03 |
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