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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Miami | FL | 10/2015 | 11/2018 |
| Jpmorgan Chase Bank | Miami | FL | 10/2015 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 12/2018 | 09/2025 |
| Truist Investment Services, Inc. | Weston | FL | 09/2025 | Present |
| Truist Advisory Services, Inc. | Weston | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
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