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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
200 E Basse Rd, San Antonio, TX 78209 • United States
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 05/2013 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 05/2013 | Present |
Entity Name: Goodwill San Antonio Investment related: NO Address: 406 W. Commerce, San Antonio, TX 78207 goodwillsa.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Board of Directors and recently appointed to serve on the Nominating & Board Development Committee: Committee focused on search and qualification of future board members." Entity Name: Texas A&M Association of Former Yell Leaders Investment related: Y Address: yell.tamu.edu Nature of the other business: School Position/Title/Relationship: Board Member Start Date: 01/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Board of Directors - President Elect General governance and leadership to support the current yell leaders and the tradition through scholarships, reunions & events. We do oversee the endowment which is held at the Texas A&M Endowment to support financial scholarships for yell leaders"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-08-10 |
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