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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-12 |
Branch Locations
23910 Southwest Fwy, Floor 01, Rosenberg, TX 77471 • United States
23910 Southwest Fwy, Rosenberg, TX 77471 • United States
11029 Shadow Creek Pkwy, Pearland, TX 77584 • United States
2410 Highway 6, Sugar Land, TX 77478 • United States
8027 W Grand Pkwy S, Richmond, TX 77407 • United States
11555 State Highway 6 S, Sugar Land, TX 77478 • United States
18811 University Blvd, Sugar Land, TX 77479 • United States
10611 Broadway Street, Pearland, TX 77584 • United States
5777 New Territory Blvd, Sugar Land, TX 77479 • United States
10410 Hwy 6, Missouri City, TX 77459 • United States
11806 Wilcrest Blvd, Houston, TX 77031 • United States
925 Highway 6, Sugarland, TX 77478 • United States
12401 S Post Oak, Houston, TX 77045 • United States
4997 Sweetwater Blvd., Sugarland, TX 77479 • United States
6220 St. Hwy. 6, Missouri City, TX 77459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 11/2012 | 04/2021 |
| Bank Of America, N.A. | Houston | TX | 12/2012 | 04/2021 |
| J.P. Morgan Securities Llc | Rosenberg | TX | 05/2021 | Present |
| Tools 4 Guys, Llc. | Rosenberg | TX | 01/2018 | Present |
| Jp Morgan Chase Bank, N.A, | Houston | TX | 05/2021 | 07/2025 |
Entity Name: Tools 4 Guys LLC Investment related: No "Address: Rosenberg, Texas 77471 https://youtube.com/c/Tools4Guys / Website is: https://tools4guys.com" Nature of the other business: Content Creator Position/Title/Relationship: Owner/Partner Start Date: 11/30/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My brothers, dad, and I conduct power tool reviews and help with DIY community with tips and tricks. This is mostly a hobby, we upload a new video about once a month, I help with the video editing and spend maybe 2-3 hours a month on it. There is no conflict of interest or connection with JPM. I*111767 For profit or not for profit: For-Profit Organization Name of outside business organization: Tools 4 Guys, LLC. Investment related: N Address of business: Rosenberg, Texas 77471 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 1/31/2018 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My dad and two brothers have a website and YouTube channel in which we review different tools, like power drills, saws, and other construction type of equipment, and then we give our opinion on that particular tool and how it worked for us.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
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