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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| GA | RA | APPROVED | 2020-02-27 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2014 | 10/2019 |
| J.P. Morgan Chase Bank, Na | Atlanta | GA | 01/2017 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2019 | Present |
I*: 2175357Entity Type: Homeowner HOAName of OBA: Shady Valley Home Owners AssociationAddress: Atlanta, GA Investment Related: NoPosition, Title, Association: board member of the HOAEmployee Start Date: 1/29/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0Duties: board member of the HOA I*3110284 Entity Type: N/A Name of OBA:Rental Property 1 Address:Decatur Georgia Investment Related:No Position, Title, Association:Sole owner Start Date:11/03/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-24 |
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