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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
5555 San Felipe Street Suite 200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Houston | Houston | TX | 08/2013 | 12/2017 |
| Baskin Robbins | Houston | TX | 02/2013 | 12/2016 |
| Mathnasium | Humble | TX | 02/2017 | 08/2017 |
| Axa Advisors, Llc | Houston | TX | 01/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Kingwood | TX | 11/2018 | 03/2020 |
| J.P. Morgan Securities Llc | Kingwood | TX | 12/2018 | 03/2020 |
| J.P. Morgan Securities Llc | Houston | TX | 03/2022 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 03/2022 | 04/2024 |
| Mercer Advisors | Houston | TX | 03/2020 | 02/2022 |
| Axa Advisors | Houston | TX | 04/2018 | 11/2018 |
| Ameriprise Financial Services, Llc | Houston | TX | 04/2024 | 06/2025 |
| Mercer Global Advisors Inc. | Houston | TX | 10/2025 | 08/2026 |
| Unemployed | Houston | TX | 06/2025 | 10/2025 |
| Mercer Global Advisors, Inc. | Houston | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-27 |
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