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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-08 |
| LA | RA | APPROVED | 2018-03-07 |
| NC | RA | APPROVED | 2018-03-07 |
| OH | RA | APPROVED | 2018-03-06 |
| GA | RA | APPROVED | 2017-05-24 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandy Morris Financial | Tampa | FL | 06/2016 | 10/2016 |
| Harwood Advisory Group, Llc | Largo | FL | 01/2017 | 05/2017 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 05/2017 | Present |
| Jpmorgan Securities Llc | Atlanta | GA | 05/2017 | Present |
| Unemployed | Tampa | FL | 10/2016 | 01/2017 |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-27 |
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