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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors | San Antonio | TX | 07/2022 | 05/2023 |
| Somerset Isd | Somerset | TX | 07/2021 | 06/2022 |
| Advantage One Brokers | San Antonio | TX | 11/2021 | 07/2022 |
| Alfred University | Alfred | NY | 08/2019 | 06/2021 |
| Clark County School District | Las Vegas | NV | 01/2017 | 08/2019 |
| Park View, Llc | Germantown | TN | 10/2016 | 01/2017 |
| Lausanne Collegiate School | Memphis | TN | 07/2016 | 10/2016 |
| Fefa Asset Management | Valley Park | MO | 04/2023 | 08/2023 |
| Ais Asset Management | San Antonio | TX | 09/2023 | 10/2024 |
| South San Antonio Isd | San Antonio | TX | 08/2023 | 05/2024 |
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2024 | Present |
| Raul Barcenes | San Antonio | TX | 07/2023 | Present |
| Varsity Tutors | St. Louis | MO | 10/2023 | 01/2026 |
| Dr. R. G. Barcenes Diversified Business Entities, Llc | San Antonio | TX | 02/2022 | 07/2026 |
| Nevada State College | Henderson | NV | 08/2017 | 06/2019 |
Entity Name: Self Investment related: No Address: Private Residence Nature of the other business: Tutoring Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: help students pass various certification examinations; no similarities to JPMC; no connection too JPMC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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