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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-13 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2025 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2025 | Present |
| Bny Wealth | Atlanta | GA | 07/2010 | 03/2025 |
| Unemployed | Atlanta | GA | 04/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-17 |
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