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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Dallas | TX | 05/2010 | 12/2017 |
| Collin County Community College | Plano | TX | 08/2004 | 12/2016 |
| J.P. Morgan Securities Llc | Mckinney | TX | 10/2012 | 09/2022 |
| Self | Gunter | TX | 11/2014 | Present |
| Jp Morgan Chase Bank Na | Allen | TX | 12/2017 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Allen | TX | 01/2018 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 09/2022 | Present |
| Bank Of America N.A. | Mckinney | TX | 10/2022 | Present |
I "993245",Name of OBA: Janie Feliz,Address: Gunter, TexasInvestment Related: N,Position, Title, Association: OtherEmployee Start Date: 9/12/2022No Hours: 5 hrs annuallyNo Hours during trading: 0Duties: Singer / Songwriter. Occasionally may perform gigs, or concerts, or receive royalty checks for published music.I*: 1715287Entity Type: Charitable OrganizationName of OBA: Arthritis FoundationAddress: Atlanta, GeorgiaInvestment Related: NoPosition, Title, Association: Leadership Board for North Texas.Employee Start Date: 10/2024Number of Hours: 104 hrs annuallyNumber of Hours during trading: 0Duties: Corporate engagement chair. reaching out to community for sponsorship to finding a cure. Through my own personal networking with businesses, friends and family discuss the impact they would have in finding a cureI*: 2125269Entity Type: CharitableName of OBA: Arthritis FoundationAddress: Atlanta, GA 30309Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 01/01/2025Number of Hours: 2 hrs weeklyNumber of Hours during trading: 0 Duties: Board Chair for the Arthritis Foundation North Texas Leadership Board years 2025 and 2026: Responsible for recruiting board members, responsible for helping other committee and board members have definable goals to help Arthritis Foundation succeed with revenue goals, volunteer for the Walk to cure arthritis and jingle bell runI*: 2124289Entity Type: For ProfitName of OBA: Home Town Comfort SolutionsAddress: Gunter, TX 75058Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 06/01/2025Number of Hours: 0Number of Hours during trading: 0Duties: This is my Husbands Heating and Air Conditioning Business LLC, we listed the business as Member Managed, 51% me and 50% my husband. My husband will do heating and AC installation, repair and maintenance on residential and commercial properties and is licensed contractor to do so. I*4523278 Entity Type: Fiduciary Role Name of OBA: J F L TTEE B N L TTEE U/A DTD 06/22/2023 Address: Gunter, Texas, 75058 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/11/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-16 |
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