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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 05/2026 | Present |
| Rally Credit Union | Brownsville | TX | 10/2023 | 10/2023 |
| Gateway First Bank | Brownsville | TX | 01/2018 | 01/2018 |
| Finance Of America Mortgage | Brownsville | TX | 05/2019 | 09/2019 |
| Finance Of America Mortgage | Brownsville | TX | 09/2020 | 12/2022 |
| Equitable Advisors, Llc | New York | NY | 04/2023 | 09/2023 |
| Wells Fargo | San Antonio | TX | 09/2019 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Brownsville | TX | 08/2018 | 05/2019 |
| Finance Of America Mortgage | Brownsville | TX | 02/2017 | 08/2018 |
| New American Funding | Brownsville | TX | 12/2015 | 01/2017 |
| Dionisio Octavio Saenz | Brownsville | TX | 07/2020 | 04/2026 |
| Lone Star National Bank | Brownsville | TX | 11/2023 | 11/2024 |
| Lpl Financial Llc | Brownsville | TX | 11/2023 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-18 |
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