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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
2335 Booneville Rd, Bryan, TX 77808 • United States
2000 Texas Ave, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Houston | TX | 08/2022 | 11/2024 |
| Regions Financial | Tomball | TX | 11/2021 | 07/2022 |
| Cee Prep Course | Cypress | TX | 04/2018 | 11/2021 |
| Cypress Shock | Cypress | TX | 11/2015 | 10/2021 |
| J.P. Morgan Securities Llc | College Station | TX | 11/2024 | Present |
| Jpmorgan Chase Bank, N.A. | College Station | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-15 |
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