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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Norrisleal Engineers | Harlingen | TX | 01/2015 | 09/2017 |
| Jeffrey Salazar | Austin | TX | 08/2018 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 09/2017 | 04/2019 |
| Capital Strategies/Gracelane Financial Partners | Austin | TX | 04/2019 | 08/2024 |
| J.P. Morgan Securities Llc | Austin | TX | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-17 |
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