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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
14104 Northwest Fwy, Houston, TX 77040 • United States
2820 Gessner Rd, Houston, TX 77080 • United States
6985 Hwy 6 N, Houston, TX 77084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2018 | 01/2019 |
| J.P. Morgan Securities Llc | Richmond | TX | 08/2016 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2019 | 09/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2019 | 09/2021 |
| Inf Solutions Llc | Houston | TX | 01/2019 | 06/2019 |
| Bank Of America / Merrill Lynch | Houston | TX | 06/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Richmond | TX | 08/2016 | 06/2018 |
| Uber | Houston | TX | 06/2019 | 07/2019 |
| Wells Fargo Bank, Na | Katy | TX | 09/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Katy | TX | 09/2021 | 07/2022 |
| Pnc Investments Llc | Houston | TX | 08/2022 | 06/2024 |
| Frost Brokerage Services, Inc. | Houston | TX | 06/2024 | 08/2026 |
| Fifth Third Bank | Houston | TX | 08/2026 | Present |
| Fifth Third Securities | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-13 |
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