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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525, Houston, TX 77056-3859 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Capital Markets | Los Angeles | CA | 01/2023 | 08/2023 |
| Citizens Bank, N.A | Los Angeles | CA | 09/2022 | 08/2023 |
| Cadence Bank | Houston | TX | 07/2019 | 07/2022 |
| Episcopal High School/Southern Methodist University | Houston/Dallas | TX | 12/2012 | 10/2016 |
| Soulcycle | Dallas | TX | 10/2016 | 08/2017 |
| Southern Methodist University | Dallas | TX | 08/2017 | 06/2019 |
| Jmp Securities Llc | Los Angeles | CA | 08/2023 | 09/2024 |
| Rbc Capital Markets, Llc | Houston | TX | 11/2024 | Present |
| City National Bank | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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