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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-23
GA RA APPROVED 2017-12-07
  • TX RA
    APPROVED_RES
    Since 2022-01-23
  • GA RA
    APPROVED
    Since 2017-12-07

Branch Locations

933 N Hairston Rd, Stone Mountain, GA 30083 • United States

4650 Hugh Howell Rd Bldg 300, Tucker, GA 30084 • United States

2861 N. Decatur Road, Decatur, GA 30033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Atlanta GA 05/2012 12/2016
Suntrust Bank Atlanta GA 04/2012 12/2016
Suntrust Advisory Services Atlanta GA 09/2016 12/2016
Fidelity Bank Atlanta GA 12/2016 12/2017
J.P. Morgan Securities Llc Snellville GA 12/2017 Present
  • 05/2012 → 12/2016
    Suntrust Investment Services
    Atlanta, GA
  • 04/2012 → 12/2016
    Suntrust Bank
    Atlanta, GA
  • 09/2016 → 12/2016
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2016 → 12/2017
    Fidelity Bank
    Atlanta, GA
  • 12/2017 → Present
    Snellville, GA
Previous Registrations
  • 2016-09-19 → 2017-01-11
    Atlanta, GA
    Decatur, GA
  • 2012-08-08 → 2016-12-31
    Truist Investment Services, Inc.
    Atlanta, GA
    Decatur, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-06
S63 Uniform Securities Agent State Law Examination 2000-10-19
  • S65 Uniform Investment Adviser Law Examination
    2012-08-06
  • S63 Uniform Securities Agent State Law Examination
    2000-10-19

View on SEC IAPD

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