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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dallas | TX | 04/2010 | 02/2017 |
| Jpmorgan Securities Llc | Dallas | TX | 10/2012 | 02/2017 |
| Frost Bank | Dallas | TX | 02/2017 | 04/2022 |
| Frost Brokerage Services | Dallas | TX | 02/2017 | 04/2022 |
| Frost Investment Services | Dallas | TX | 06/2017 | 06/2017 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 04/2022 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 04/2022 | Present |
| 2124 Forest Oaks, Llc | Plano | TX | 09/2025 | Present |
Entity Name: 2124 Forest Oaks, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/19/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Placing former home into an LLC and renting it out after purchasing new home in Plano in June 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-25 |
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