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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
4505 Williams Dr, Georgetown, TX 78633 • United States
28707 Ronald W Reagan Blvd, Georgetown , TX 78633 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Pflugerville | TX | 12/2013 | 01/2017 |
| Jp Morgan Chase Bank, Na | Pflugerville | TX | 01/2017 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 01/2018 | 05/2018 |
| Jpmorgan Chase Bank, N.A | Pflugerville | TX | 04/2016 | 01/2017 |
| Cuso Financial Services, Lp | Austin | TX | 05/2018 | 07/2018 |
| Jp Morgan Securities, Llc | Austin | TX | 12/2018 | 04/2025 |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 12/2018 | 04/2025 |
| Amplify Credit Union | Austin | TX | 07/2018 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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