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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 03/2026 | Present |
| Wells Fargo Clearing Services, Llc | Austin | TX | 10/2022 | 03/2026 |
| Wells Fargo Bank, N.A. | Austin | TX | 08/2021 | 03/2026 |
| Frost Bank | Austin | TX | 04/2021 | 07/2021 |
| A+ Federal Credit Union | Austin | TX | 01/2021 | 03/2021 |
| Wells Fargo Bank, N.A. | Austin | TX | 04/2019 | 02/2021 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 01/2018 | 04/2019 |
| Unemployed | Austin | TX | 12/2017 | 12/2017 |
| Amazon | Austin | TX | 11/2017 | 11/2017 |
| Target | Austin | TX | 10/2017 | 11/2017 |
| Unemployed | Austin | TX | 02/2017 | 09/2017 |
| I K Osorio Investments | Round Rock | TX | 01/2017 | 01/2017 |
| Unemployed | Austin | TX | 03/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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