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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neal Hamil Agency | Houston | TX | 08/2006 | 07/2025 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 06/2010 | 12/2017 |
| Charles Schwab Bank | The Woodlands | TX | 06/2010 | 12/2017 |
| Bogart Wealth, Llc | The Woodlands | TX | 12/2017 | 09/2018 |
| Rhame & Gorrell Wealth Management, Llc | The Woodlands | TX | 10/2018 | 11/2018 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 01/2019 | 09/2020 |
| Rhame & Gorrell | The Woodlands | TX | 10/2018 | 12/2018 |
| Jp Morgan Chase Bank, N.A. | The Woodlands | TX | 09/2020 | Present |
| J.P. Morgan Securities Llc | The Woodlands | TX | 09/2020 | Present |
Entity Name: 3in1 Mechanical Ministries Investment related: No Address: 11902 Advance Dr Houston, Tx 77065 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/13/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am treasurer. 3in1 Mechanical Ministries is a nonprofit that provides reliable transportation (donated, repaired cars) to people in need, especially survivors of human trafficking, helping them get to jobs and build independence, all while spreading Christian faith. They fix donated vehicles with volunteer labor and parts. The non-profit is not a financial services company and does not provide financial products and services or otherwise in the financial industry.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-01 |
| S66 | Uniform Combined State Law Examination | 2010-03-10 |
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