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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-18 |
Branch Locations
50 Hudson Yards 69Th Floor, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | New York | NY | 09/2011 | 07/2019 |
| Wells Fargo Clearing Services | New York | NY | 07/2019 | 06/2022 |
| Wells Fargo Bank | New York | NY | 07/2019 | 06/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 06/2022 | 01/2024 |
| Jpmorgan Securities Llc | New York | NY | 06/2022 | 01/2024 |
| Truist Investment Services, Inc | New York | NY | 01/2024 | Present |
| Truist Advisory Services, Inc | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-16 |
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