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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
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 | Trophy Club | TX | 07/2022 | 03/2025 |
| Regions Bank | Keller | TX | 09/2020 | 07/2022 |
| Bbva Usa | Fort Worth | TX | 02/2015 | 09/2020 |
| Bank Of America, N.A. | Trophy Club | TX | 09/2022 | 03/2025 |
| J.P. Morgan Securities Llc | Fort Worth | TX | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 04/2025 | Present |
| Little Sisters Enterprises, Llc | Fort Worth | TX | 01/2023 | Present |
Entity Name: Little Sisters Enterprises, LLC Investment related: No "Address: 820 E Robert St, Fort Worth, TX 76104 littlesistersbounce.com" Nature of the other business: Party Rentals Position/Title/Relationship: Owner/Partner Start Date: 01/27/2023 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Inflatable/Party Rental business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
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