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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2025 | Present |
| Unemployed | San Antonio | TX | 07/2025 | 09/2025 |
| Texas Capital Private Bank | Austin | TX | 11/2022 | 06/2025 |
| Unemployed | Leander | TX | 03/2022 | 10/2022 |
| J. P. Morgan Chase Bank | Plano | TX | 05/2012 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
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