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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
510 Austin Avenue Suite. 314, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kologik Software | Baton Rouge | LA | 01/2016 | 12/2016 |
| Unemployed | Waco | TX | 06/2017 | 07/2017 |
| Ubs Financial Services | San Francisco | CA | 07/2017 | 06/2019 |
| Bofa Securities, Inc. | New York | NY | 07/2022 | 03/2023 |
| Independent Financial | Houston | TX | 07/2019 | 06/2020 |
| Duke University | Durham | NC | 08/2020 | 05/2022 |
| Louisiana State University | Baton Rouge | LA | 01/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waco | TX | 03/2023 | 07/2025 |
| Bank Of America, N.A. | Waco | TX | 04/2023 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Waco | TX | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
JCH Texas, LLC / Not Investment Related / Waco, TX / Limited Liability Company / General Partner, Managing Member, Owner / Start 17-January-2023 / 0 hours / This entity was created in order to be able to purchase real estate in the future and to possibly make other passive investments. *654732- JCH Texas llc; Investment related: Yes; Waco, Texas; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 2; It is a single member llc where I plan to passively invest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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