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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Ft. Lauderdale | FL | 10/2004 | 09/2023 |
| Americana Elixirs | Ft. Lauderdale | FL | 10/2023 | 09/2024 |
| Greenworth Recruiting, Llc | Ft. Lauderdale | FL | 09/2024 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 06/2026 | Present |
• the name of the other business; Greenworth Recruiting, LLC • whether the business is investment-related; No • the address of the other business; 4731 McKinney Ave Apt 1510 Dallas, TX 75205 • the nature of the other business; Legal Recruiting • your position; Vice President • title, or relationship with the other business; Vice President • the start date of your relationship; 09/2024 • the approximate number of hours/month you devote to the other business; 0-1 • the number of hours you devote to the other business during securities trading hours; 0 • and briefly describe your duties relating to the other business; I handle intermittent and rare occasional recruiting for the legal industry and receive monetary compensation for candidate placements of legal professionals on an unscheduled periodic basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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