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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
9400 N. Sam Houston Pkwy. E, Humble, TX 77396 • United States
12702 W Lake Houston Pkwy, Houston, TX 77044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cypress | TX | 11/2021 | 06/2025 |
| Bank Of America | Cypress | TX | 11/2021 | 06/2025 |
| Woodforest National Bank | The Woodlands | TX | 04/2016 | 11/2021 |
| J.P. Morgan Securities Llc | Humble | TX | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Humble | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-24 |
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