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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Houston | TX | 01/2026 | Present |
| J.P. Morgan Securities Llc | Houston | TX | 01/2026 | Present |
| Wells Fargo | Rosenberg | TX | 05/2023 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Rosenberg | TX | 05/2023 | 12/2025 |
| Unemployed | Katy | TX | 04/2023 | 04/2023 |
| Progressive Insurance | Houston | TX | 04/2022 | 03/2023 |
| Unemployed | Houston | TX | 09/2019 | 03/2022 |
| Massmutual Texas Gulf Coast | Houston | TX | 05/2019 | 08/2019 |
| Unemployed | Houston | TX | 10/2018 | 04/2019 |
| Taco Cabana | Huntsville | TX | 08/2018 | 09/2018 |
| Fedex Ground | Cypress | TX | 07/2018 | 08/2018 |
| Unemployed | Houston | TX | 01/2016 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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