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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Weston | FL | 01/2026 | Present |
| J.P. Morgan Securities Llc | Weston | FL | 01/2026 | Present |
| Equitable Advisors, Llc | Fort Lauderdale | FL | 12/2024 | 01/2026 |
| Equitable Financial | Fort Lauderdale | FL | 07/2024 | 01/2026 |
| Cosmos Rs Sapl De Sv | Mexico City | 02/2021 | 06/2024 | |
| Lirun Rs Sa De Dv | Mexico City | 02/2014 | 01/2021 | |
| Tech De Monterrey | Mexico City | 01/2015 | 12/2017 | |
| Big Churro | Mexico City | 01/2014 | 12/2016 |
Entity Name: GRUPO LIRUN Investment related: No Address: HERIBERTO FRIAS 1439, 502 A , DEL VALLE, CDMX, 03100 Nature of the other business: Industrial Services Position/Title/Relationship: Owner/Partner Start Date: 08/15/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My involvement with LIRUN RS S.A. de C.V. , a privately held family-owned industrial services (anticorrosive solutions) company in Mexico, is limited to a passive ownership interest and occasional high-level strategic input. I do not have operational responsibilities. The company is based in Mexico, without clients or interests in another country. The company is not involved in financial services and this outside interest will not conflict or interfere with my responsibilities at the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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