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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Mckinney | TX | 05/2018 | 09/2021 |
| Jp Morgan Securities, Llc | Mckinney | TX | 05/2018 | 09/2021 |
| Jp Morgan Chase Bank N.A. | Allen | TX | 03/2014 | 04/2018 |
| Unemployed | Mckinney | TX | 10/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2022 | 08/2025 |
| Jpmorgan Chase Bank, Na. | Plano | TX | 08/2022 | 08/2025 |
| Unemployed | Mckinney | TX | 09/2025 | 02/2026 |
| Usaa Life Insurance Company | Plano | TX | 02/2026 | Present |
| Usaa Investment Services Company | Plano | TX | 02/2026 | Present |
Entity Name: ENCHANTING EVENTS & RENTALS LLC DBA PARTY POP BALLOONS Investment related: No Nature of the other business: Event Planning, Event Decoration and Rentals Position/Title/Relationship: Owner Start Date: 01/02/2020 Approximate # of hours a month: 10-15 a week Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Communicating with clients, design planning, quoting, invoicing, supply purchasing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-05 |
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