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Advisor at J.P. MORGAN SECURITIES LLC
NEW BRAUNFELS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 4, 2025 | n/a | yes | NEW BRAUNFELS, TX | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 3, 2023 | Mar 25, 2025 | no | San Antonio, TX|San Antonio, TX|San Antonio, TX|New Orleans, LA|San Antonio, TX|San Antonio, TX|SAN ANTONIO, TX|New Orleans, LA|SAN ANTONIO, TX|San Antonio, TX|San Antonio, TX|New Orleans, LA|Cibolo, TX|San Antonio, TX|SAN ANTONIO, TX|San Antonio, TX|San Antonio, TX|San Antonio, TX|Live Oak, TX|San Antonio, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 22, 2022 | Sep 13, 2023 | no | NEW BRAUNFELS, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | J.P. MORGAN SECURITIES LLC | Mar 25, 2025 | Apr 4, 2025 | 10 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | CUSO FINANCIAL SERVICES, L.P. | Sep 13, 2023 | Oct 3, 2023 | 20 | Firm change | Wirehouse to ibd |