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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-24 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
1499 Post Rd Investment Solutions Group, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Houston | TX | 06/2012 | 10/2018 |
| Wells Fargo Bank, Na | Scottsdale | AZ | 10/2018 | 07/2021 |
| Ubs Financial Services Inc. | Houston | TX | 08/2021 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2025 | Present |
I*2946264, Entity Type Entity For Profit, Name of OBA: Jess for Success LLC Address: HoustonTexas77056 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/22/2024No Hours: 0 No Hours during trading: 0 Duties: N/A, This is a dormant LLC that is registered in a state that I no longer live in. I have not received any money in connection with this LLC, nor are there any plans to. I intend to submit a certificate of termination soon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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