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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| SC | RA | APPROVED | 2021-09-23 |
Branch Locations
2 State Park Rd, Greenville, SC 29609 • United States
3845 Pelham Rd, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greer | SC | 12/2014 | 09/2021 |
| Jp Morgan Chase Bank, N.A. | Greenville | SC | 09/2021 | Present |
| J.P. Morgan Securities Llc | Greenville | SC | 09/2021 | Present |
| Advised Assets Group, Llc | Greenville | SC | 02/2016 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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