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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-19 |
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