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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2014 | 01/2017 |
| Bbva Securities Inc. | Austin | TX | 03/2014 | 01/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2015 | 01/2017 |
| Bbva Wealth Solutions Inc. | Austin | TX | 02/2016 | 01/2017 |
| Jpmorgan Chase Bank Na | Austin | TX | 03/2018 | Present |
| Jpmorgan Securities Llc | Austin | TX | 03/2018 | Present |
| Unemployed | Austin | TX | 02/2017 | 02/2018 |
| Beavercircle, Llc | Austin | TX | 11/2024 | Present |
Entity Name: BeaverCircle, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/22/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Entity holding a rental R.E. Property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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