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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
12764 Memorial Dr., Houston, TX 77024 • United States
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
24 Waterway Ave. Ste. 150, The Woodlands, TX 77380 • United States
5500 Kirby Dr., Houston, TX 77005 • United States
12255 Westheimer, Houston, TX 77077 • United States
500 Chimney Rock, Houston, TX 77056 • United States
14098 Northwest Freeway, Houston, TX 77040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Houston | TX | 09/2019 | 07/2022 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 09/2019 | 07/2022 |
| Pnc Investments Llc | Houston | TX | 07/2022 | 06/2023 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 07/2010 | 08/2019 |
| Cetera Investments Services Llc | Saint Cloud | MN | 06/2023 | 12/2025 |
| Cetera Investment Advisers Llc | Houston | TX | 06/2023 | 12/2025 |
| Hancock Whitney Bank | Houston | TX | 06/2023 | 12/2025 |
| Bokf, Na | Houston | TX | 03/2026 | Present |
| Bok Financial Securities, Inc. | Houston | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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