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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disruptive Securities | Los Angeles | CA | 12/2023 | 08/2024 |
| Mohr Capital | Dallas | TX | 02/2021 | 02/2023 |
| Universiy Of Houston | Houston | TX | 08/2018 | 05/2020 |
| Kaldis Development Interests | Houston | TX | 07/2016 | 08/2018 |
| Unemployed | Dallas | TX | 06/2020 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 08/2024 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 08/2024 | Present |
| Alex Tyson Properties | Houston | TX | 03/2023 | 12/2023 |
| Township Capital | Los Angeles | CA | 05/2019 | 08/2019 |
| Oasis Outsourcing | Houston | TX | 12/2019 | 12/2019 |
Entity Name: The Marlene Investment related: No "Address: 1956 Vermont St, Houston, TX 77019" Nature of the other business: Bed and Breakfast Position/Title/Relationship: Owner/Partner Start Date: 03/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Cash call on March 31 for a Bed and Breakfast in Montrose Houston. I am a limited partner in the deal. No connection to JPMorgan. Entity Name: Olympus Nectar Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 01/02/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am funding my fiances import company (olive oil, soap etc). I am just a passive investor in the company. This is just a handshake agreement. There are no documents besides her LLC formation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-30 |
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