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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-29 |
| GA | RA | APPROVED | 2024-02-15 |
Branch Locations
6590 Sugarloaf Pkwy #C, Duluth, GA 30097 • United States
1941 Gadsden Hwy # 2, Birmingham, AL 35235 • United States
333 Green Springs Hwy ,, Homewood, AL 35209 • United States
1021 Marble Ter, Hoover, AL 35244 • United States
425 20Th St S, Birmingham, AL 35233 • United States
8160 Highway 72 W, Madison, AL 35758 • United States
6275 University Dr Nw, Huntsville, AL 35806 • United States
4651 Highway 280, Birmingham, AL 35242 • United States
3748 Lorna Rd, Hoover, AL 35216 • United States
185 N College St, Auburn, AL 36830 • United States
2401 Crossplex Blvd Ste 109, Birmingham, AL 35208 • United States
8498 Madison Blvd Ste 1, Madison, AL 35758 • United States
1130 University Blvd. Ste B8, Tuscaloosa, AL 35401 • United States
279 Cox Creek Pkwy,, Florence, AL 35630 • United States
2104 Winchester Rd Ne, Huntsville, AL 35811 • United States
2900 Peachtree Rd Nw, Ste 100-A, Atlanta, GA 30305 • United States
2400 S Mckenzie St, Foley, AL 36535 • United States
9 Georgia Ave Se, Atlanta, GA 30312 • United States
5768 Buford Hwy Ne, Doraville, GA 30340 • United States
2526 Mt Vernon Rd, Dunwoody, GA 30338 • United States
2102 Henderson Mill Rd Ne Ste 100, Atlanta, GA 30345 • United States
891 Ponce De Leon Ave, Atlanta, GA 30306 • United States
1403 Oxford Rd Ne, Atlanta, GA 30307 • United States
3080 Old Alabama Road, Johns Creek, GA 30022 • United States
3780 Old Norcross, Duluth, GA 30096 • United States
10900 Haynes Bridge Rd, Alpharetta, GA 30022 • United States
10515 Alpharetta St, Roswell, GA 30075 • United States
4241 Roswell Rd, Atlanta, GA 30342 • United States
2861 N. Decatur Road, Decatur, GA 30033 • United States
5000 Peachtree Blvd, Chamblee, GA 30341 • United States
595 Piedmont Avenue, Atlanta, GA 30308 • United States
4155 Lawrenceville Hwy Nw, Lilburn, GA 30047 • United States
4453 Ashford Dunwoody Rd, Dunwoody, GA 30346 • United States
3424 Peachtree Rd, Floor 6, Atlanta , GA 30326 • United States
5540 Chamblee Dunwoody Rd, Dunwoody, GA 30338 • United States
218 Peachtree St Nw, Atlanta, GA 30303 • United States
2875 N Druid Hills Rd Ne, Atlanta, GA 30329 • United States
4650 Hugh Howell Rd Bldg 300, Tucker, GA 30084 • United States
5252 Peachtree Pkwy, Peachtree Corners, GA 30092 • United States
2697 Old Peachtree Road, Duluth, GA 30097 • United States
1215 Caroline St Ne, Bldg H, Atlanta, GA 30307 • United States
3300 Clairmont Rd Ne, Ste C, Atlanta, GA 30329 • United States
3372 Peachtree Rd Ne Ste 110, Atlanta, GA 30326 • United States
933 N Hairston Rd, Stone Mountain, GA 30083 • United States
5940 State Bridge Rd, Johns Creek, GA 30097 • United States
1475-B Holcomb Bridge Rd, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Johns Creek | GA | 10/2012 | 02/2017 |
| J.P. Morgan Securities Llc | Atlanta | GA | 10/2023 | Present |
| Argent Trust | Atlanta | GA | 01/2023 | 10/2023 |
| Ameris Bank/Fidelity | Atlanta | GA | 02/2017 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Johns Creek | GA | 09/2007 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-12 |
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