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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
12214 Jones Rd, Houston, TX 77070 • United States
10243 S Kempwood Dr, Houston, TX 77043 • United States
6910 Fm 1960 Rd W, Houston, TX 77069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 08/2016 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 08/2016 | 07/2021 |
| Southern New Hampshire University | Houston | TX | 07/2015 | 12/2019 |
| Cuna Mutual Group | Waverly | IA | 07/2021 | 03/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2021 | 03/2022 |
| Ameriprise Financial Services, Llc/Shell | Spring | TX | 03/2022 | 08/2022 |
| J.P. Morgan Securities Llc | Houston | TX | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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