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135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
San Antonio, TX • United States
135 Mcdonough Street Suite 335, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | New Braunfels | TX | 10/2016 | 08/2020 |
| Blue Line Roofing & Construction Llc | San Antonio | TX | 04/2016 | 10/2016 |
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2022 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2022 | 04/2026 |
| Family First Life | San Antonio | TX | 08/2020 | 10/2022 |
| Saltbox Financial Llc | Amesbury | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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