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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 09/2023 | 01/2024 |
| U.S. Army | Fort Cavazos | TX | 01/2021 | 01/2024 |
| Kemp Isd | Kemp | TX | 08/2019 | 07/2020 |
| Brazosport Isd | Clute | TX | 08/2016 | 05/2018 |
| Unemployed | Dallas | TX | 06/2018 | 07/2019 |
| Unemployed | Dallas | TX | 07/2020 | 01/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 02/2024 | 12/2025 |
| Ubs Financial Services Inc | Dallas | TX | 01/2026 | Present |
Entity Name: Texas National Guard Investment related: No Address: Not Available. Military Service Nature of the other business: US Military Position/Title/Relationship: Employee/Contractor Start Date: 12/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Military Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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