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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-12 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • 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 | 12/2017 | 03/2019 |
| Klein'S Jewelry | Houston | TX | 09/2015 | 12/2017 |
| San Francisco Giants | San Francisco | CA | 06/2015 | 01/2018 |
| Td Ameritrade | Houston | TX | 06/2019 | 10/2020 |
| Civiltech Engineering | Cypress | TX | 03/2019 | 06/2019 |
| Fidelity Investments | Friendswood | TX | 10/2020 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 06/2023 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 06/2023 | Present |
| Opulent Oasis Realty Acquisitions Llc | Houston | TX | 12/2023 | Present |
| Redwood Realty Acquisitions Llc | Houston | TX | 12/2023 | Present |
Entity Name: Redwood Realty Acquisitions LLC Investment related: No "Address: 5941 South Loop E #805Houston, TX 77033" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/25/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: Opulent Oasis Realty Acquisitions LLC Investment related: No "Address: 12029 Naughton St. Houston, Tx" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/28/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Rental properties at: 11230 Sagetrail Dr Houston, Tx 77089 AND 11438 Kirkmeadow St. Houston, Tx 77089 with current employee Jonathan Davis in commerical bank."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-05 |
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