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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
9590 Six Pines Dr, The Woodlands, TX 77380 • United States
Conroe, TX • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 04/2013 | 10/2022 |
| Bank Of America, N.A. | The Woodlands | TX | 04/2013 | 10/2022 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | The Woodlands | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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