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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-12 |
Branch Locations
3097 College Park Dr, The Woodlands, TX 77384 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2022 | 12/2023 |
| Keller Williams The Woodlands & Magnolia | The Woodlands | TX | 12/2022 | 08/2023 |
| Dolan Capital, Inc. | Tampa | FL | 01/2021 | 12/2022 |
| Intero Real Estate Services | Carmel By The Sea | CA | 04/2020 | 05/2021 |
| C&C Property Management | Monterey | CA | 07/2019 | 07/2020 |
| Quail Lodge & Gold Club - Peninsula Hotels | Carmel By The Sea | CA | 05/2019 | 07/2019 |
| Crema | Pacific Grove | CA | 11/2017 | 05/2019 |
| United States Navy | Panama City Beach | FL | 07/2016 | 11/2017 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | The Woodlands | TX | 12/2023 | Present |
| Equitable Financial Life Ins Co | New York | NY | 12/2022 | 12/2023 |
| Nrt, Llc | Carmel-By-The-Sea | CA | 05/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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