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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
100 Independence, Tyler, TX 75703 • United States
5085 Troup Hwy, Tyler, TX 75707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tyler | TX | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Tyler | TX | 04/2026 | Present |
| Equitable | Overton | TX | 05/2023 | 03/2026 |
| Equitable Advisors, Llc | Austin | TX | 05/2023 | 03/2026 |
| Unemployed | San Antonio | TX | 01/2023 | 04/2023 |
| Golden Gate University | Citrus Heights | CA | 01/2021 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Pataskala | OH | 10/2021 | 01/2022 |
| Unemployed | Citrus Heights | CA | 06/2018 | 12/2020 |
| Usaf | Beale Afb | CA | 05/2012 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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