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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 05/2026 | Present |
| J.P. Morgan Securities Llc | Dallas | TX | 05/2026 | Present |
| Self Employed | Dallas | TX | 01/2026 | 04/2026 |
| Ageron Energy Llc | Dallas | TX | 12/2024 | 12/2025 |
| Morris And Company Llp | Dallas | TX | 04/2025 | 10/2025 |
| Jbb Family Office | Dallas | TX | 12/2023 | 12/2024 |
| Commerce Street Capital | Dallas | TX | 03/2019 | 11/2023 |
| Unemployed | Dallas | TX | 01/2019 | 02/2019 |
| Nxg Investment Management | Dallas | TX | 06/2005 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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