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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neighborhood Home Buyers, Llc. | Houston | TX | 01/2019 | 02/2019 |
| Joe Myers Toyota | Houston | TX | 10/2024 | 11/2024 |
| Ims Securities, Inc. | Houston | TX | 07/2015 | 09/2016 |
| Jp Morgan Securities Llc | Houston | TX | 10/2016 | 01/2019 |
| Riverway Financial Llc | Houston | TX | 01/2019 | 10/2019 |
| Jp Morgan Chase Bank | Houston | TX | 10/2016 | 01/2019 |
| Fidelity Investments | Houston | TX | 12/2022 | 09/2024 |
| Jp Morgan Chase Bank | Houston | TX | 09/2019 | 11/2022 |
| Jp Morgan Securities Llc | Houston | TX | 09/2019 | 11/2022 |
| Fidelity Investments | Houston | TX | 06/2025 | Present |
| Westwood Country Club | Houston | TX | 12/2013 | 08/2016 |
| Unemployed | Houston | TX | 12/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-13 |
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