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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
San Antonio, TX • United States
5601 North 10Th Street, Mcallen, TX 78504 • United States
San Antonio, TX • United States
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2022 | 02/2025 |
| Heb Grocery Company, Lp | Pharr | TX | 06/2021 | 07/2024 |
| Shoes Mgk | Mcallen | TX | 05/2021 | 09/2021 |
| Hollister Co | Mcallen | TX | 10/2020 | 04/2021 |
| South Texas College | Mcallen | TX | 01/2019 | 05/2022 |
| Sonora Core Marketing Inc | Mcallen | TX | 06/2022 | 06/2022 |
| Abercrombie & Fitch Co. | Mcallen | TX | 11/2020 | 04/2021 |
| Unemployed | Mcallen | TX | 02/2015 | 01/2019 |
| Heb | Spring Branch | TX | 08/2025 | Present |
| Solvanta Ventures Llc | Pharr | TX | 05/2026 | Present |
Entity Name: Solvanta Ventures LLC Investment related: No Address: Pharr, TX Nature of the other business: Content Creation Position/Title/Relationship: Owner/Partner Start Date: 05/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Social media and lifestyle content creation Entity Name: HEB Investment related: No Address: 20725 TX-46, Spring Branch, TX 78070 Nature of the other business: Grocery Store Position/Title/Relationship: Employee/Contractor Start Date: 08/25/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Bagging groceries, rounding up shopping carts, retrieve items throughout store
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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