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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 01/2026 | Present |
| Equitable Advisors | San Antonio | TX | 11/2022 | 12/2025 |
| Cob & Pen | Lakeland | FL | 04/2021 | 10/2022 |
| Unemployed | Sarasota | FL | 12/2020 | 04/2021 |
| Republican Party Of Florida | Tallahassee | FL | 03/2020 | 11/2020 |
| Unemployed | Sarasota | FL | 09/2018 | 02/2020 |
| Geckos Bar & Grill | Sarasota | FL | 06/2018 | 08/2018 |
| Unemployed | Sarasota | FL | 09/2017 | 05/2018 |
| Dunkin Donuts | Sarasota | FL | 06/2017 | 08/2017 |
| Unemployed | Sarasota | FL | 01/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-26 |
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