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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-13 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group | San Antonio | TX | 03/2012 | 10/2016 |
| Unemployed | Boerne | TX | 09/2017 | 11/2017 |
| The Champion Group | San Antonio | TX | 11/2016 | 09/2017 |
| Unemployed | Boerne | TX | 10/2016 | 11/2016 |
| J.P. Morgan Securities Llc | San Antonio | TX | 11/2017 | Present |
Entity Name: There is no name. I have a guest house on my property that my wife list on AIRBNB. Investment related: Yes Address: Boerne, Texas Nature of the other business: Rental Position/Title/Relationship: Partial Owner Start Date: 01-Jan-2015 Approximate # of hours a month: 5-10 hours Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No responsibilities other than cleaning the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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