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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pax Labs, Inc. | San Francisco | CA | 02/2021 | 08/2022 |
| Heylo Llc | Seattle | WA | 10/2018 | 02/2023 |
| Ponder Llc | Seattle | WA | 05/2018 | 09/2018 |
| Vela Cannabis | Seattle | WA | 09/2017 | 05/2018 |
| Unemployed | Houston | TX | 03/2023 | 04/2023 |
| Corebridge Financial (Valic) | Houston | TX | 05/2023 | 12/2023 |
| Integrated Spine And Sports | Houston | TX | 05/2016 | 08/2017 |
| J.P. Morgan Securities Llc | Sugar Land | TX | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Sugar Land | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
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