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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
2929 Shaver St, Pasadena, TX 77502 • United States
13706 East Freeway, Houston, TX 77015 • 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 |
|---|---|---|---|---|
| Insertnamehere/Cd Baby | Deer Park | TX | 04/2004 | 06/2023 |
| J.P. Morgan Securities Llc | Pasadena | TX | 07/2021 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Pasadena | TX | 06/2008 | 03/2022 |
| Evolution Petroleum Corporation | Houston | TX | 05/2022 | 11/2022 |
| Fishers Of Men Lutheran Church | Sugarland | TX | 05/2017 | Present |
| Fidelity Investments | Friendswood | TX | 06/2023 | 07/2025 |
| Lpl Financial Llc | Houston | TX | 06/2025 | 07/2026 |
| J.P. Morgan Securities Llc | Houston | TX | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 07/2026 | Present |
1) 6/27/2025- Fishers of Men Lutheran Church / Outside/w2 Employment - Worship Musician - Non-Inv. Related- Sugarland, TX- start date 5/2017- 12hrs per mth/ 0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-15 |
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