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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
11555 State Hwy 6 S, Sugar Land, TX 77498 • United States
11555 State Highway 6 S, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donedealtech Llc | Houston | TX | 04/2016 | 09/2023 |
| Uber | Houston | TX | 04/2021 | 12/2021 |
| Doordash | Houston | TX | 04/2021 | 12/2021 |
| Grubhub | Houston | TX | 04/2021 | 12/2021 |
| Instacart | Houston | TX | 04/2021 | 12/2021 |
| Fidelity Investments | Sugar Land | TX | 09/2023 | 01/2025 |
| J.P. Morgan Securities Llc | Sugar Land | TX | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Sugar Land | TX | 01/2025 | Present |
| Fidelity Brokerage Services Llc | Sugar Land | TX | 09/2023 | 01/2025 |
| Fidelity Personal And Workplace Advisors | Sugar Land | TX | 11/2023 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-17 |
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