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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-12 |
Branch Locations
5847 San Felipe St, Houston, TX 77057 • United States
12802 Memorial Drive, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 08/2014 | 09/2016 |
| Wells Fargo Bank, Na | Houston | TX | 08/2011 | 09/2016 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 09/2016 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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