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2700 Post Oak Blvd. 22Nd Floor; Suite 22-122, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
2700 Post Oak Blvd. 22Nd Floor; Suite 22-122, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Katy | TX | 08/2016 | 09/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 08/2016 | 10/2018 |
| J.P. Morgan Securities Llc | Katy | TX | 05/2021 | 09/2021 |
| Alterna Securities, Inc | Houston | TX | 10/2021 | 06/2025 |
| Finamex International, Llc | Houston | TX | 06/2025 | 12/2025 |
| Finamex Asset Management, Llc | Houston | TX | 06/2025 | 01/2026 |
| Finamex International, Llc | Houston | TX | 12/2025 | Present |
| Finamex Asset Management, Llc | Houston | TX | 01/2026 | 04/2026 |
| Finamex Asset Management, Llc | Houston | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-05 |
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