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Account
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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Orlando | FL | 12/2011 | 12/2020 |
| Jpmorgan Investment Management Inc. | Orlando | FL | 12/2011 | 12/2020 |
| Pacer Financial, Inc. | Malvern | PA | 12/2021 | 10/2025 |
| Jp Morgan Commercial Bank | Columbus | OH | 10/2020 | 11/2021 |
| Kestra Investment Services, Llc | Austin | TX | 10/2025 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
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