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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2022-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | San Antonio | TX | 03/2017 | 07/2017 |
| Usaa | San Antonio | TX | 02/2004 | 03/2017 |
| Jpmorgan Securities Llc | San Antonio | TX | 11/2017 | 05/2018 |
| Unemployed | Cibolo | TX | 08/2017 | 10/2017 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 05/2020 | 09/2021 |
| Usaa | San Antonio | TX | 05/2018 | 05/2020 |
| Swbc Investment Services, Llc | San Antonio | TX | 09/2021 | 05/2022 |
| Swbc Investment Company | San Antonio | TX | 09/2021 | 05/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 06/2022 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 11/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
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