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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-08 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 09/2017 | 05/2021 |
| Jpmorgan Securities Llc | Houston | TX | 09/2017 | 05/2021 |
| American Business Planning | Houston | TX | 05/2014 | 07/2017 |
| Caz Investments Lp | Houston | TX | 05/2021 | Present |
Entity Name: Self employed/Airbnb Investment related: No Address: Houston, Texas Nature of the other business: Airbnb rental Position/Title/Relationship: Owner Start Date: 02-May-2015 Approximate # of hours a month: 1-2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Airbnb rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-08 |
| S66 | Uniform Combined State Law Examination | 2006-10-31 |
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