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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-21 |
Branch Locations
406 S Mason Rd, Katy, TX 77450 • United States
4313 Montrose Blvd., Houston, TX 77006 • United States
11310 Chimney Rock, Houston, TX 77035 • United States
406 S Mason Road, Katy, TX 77450 • United States
3203 Southwest Freeway, Houston, TX 77027 • United States
5104 Bellaire Blvd, Bellaire, TX 77401 • United States
8330 S Main St, Ste 100, Houston, TX 77025 • United States
6015 Hillcroft, Ste 400, Houston, TX 77081 • United States
8515 Fondren, Houston, TX 77074 • United States
7007 Fannin, Houston, TX 77030 • United States
8120 S Gessner Dr, Houston, TX 77036 • United States
4056 Bellaire Blvd., Houston, TX 77025 • United States
5505 Kirby Drive, Houston, TX 77005 • United States
11220 Fondren Rd, Houston, TX 77096 • United States
5177 Richmond Avenue, Houston, TX 77056 • United States
8575 W. Loop S., Houston, TX 77096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Katy | TX | 01/2016 | 03/2025 |
| Bank Of America, N.A. | Katy | TX | 01/2016 | 03/2025 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
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