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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
204 West 19Th Street, Houston, TX 77008 • United States
12514 Tomball Parkway, Houston, TX 77086 • United States
1532 Spring Cypress Road, Spring, TX 77388 • United States
4825 Research Forest Drive, The Woodlands, TX 77381 • United States
1450 Lake Woodlands Drive, The Woodlands, TX 77380 • United States
21015 Kuykendahl Road, Spring, TX 77379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Private Bank | Houston | TX | 06/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tomball | TX | 02/2017 | 02/2019 |
| Bank Of America, N.A. | Tomball | TX | 02/2017 | 02/2019 |
| Unemployed | Houston | TX | 10/2016 | 02/2017 |
| Bok Financial Securities, Inc. | Houston | TX | 02/2019 | 10/2019 |
| Bokf, Na | Houston | TX | 02/2019 | 10/2019 |
| Bbva Usa | Birmingham | AL | 10/2019 | 08/2021 |
| Bbva Securities Inc | Woodlands | TX | 10/2019 | 08/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 10/2019 | 08/2021 |
| Bbva Wealth Solutions Inc. | The Woodlands | TX | 10/2019 | 08/2021 |
| Pnc Investments | The Woodlands | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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