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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-20 |
Branch Locations
13070 Bellaire Blvd, Houston, TX 77072 • United States
10850 Bellaire Blvd., Houston, TX 77072 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 02/2012 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 01/2017 |
| Lpl Financial Llc | Houston | TX | 01/2017 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | Houston | TX | 08/2020 | Present |
| Jp Morgan Securities, Llc | Houston | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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