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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-04 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Atlanta | GA | 09/2006 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2009 | 11/2018 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 11/2018 | Present |
| Jpmorgan Securities Llc | Atlanta | GA | 11/2018 | Present |
Entity Name: Alchemy Capital Advisory Investment related: N Address: Atlanta, GA 30349 Nature of the other business: A single member entity Position/Title/Relationship: Owner Start Date: 12/04/2015 "Approximate # of hours a month: 0-10 " Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: This is entity was established only for personal tax planning purposes I*89862 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ALCHEMY CAPITAL ADVISORY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: ATLANTA, GEORGIA 30349 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TAX PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-10 |
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