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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
2800 E Whitestone Blvd, Cedar Park, TX 78613 • United States
201 W Whitestone Blvd, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Austin | TX | 06/2013 | 01/2022 |
| Jp Morgan Securities Llc | Austin | TX | 11/2013 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Round Rock | TX | 04/2022 | Present |
| Bank Of America, N.A. | Round Rock | TX | 09/2024 | Present |
I*: 2277299 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Georgetown, TX 78626 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2025 Number of Hours: 3 hrs annually Number of Hours during trading: 1 hr annually Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
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