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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-20 |
Branch Locations
202 Robert C Daniel Jr Pkwy, Augusta, GA 30909-0802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Planning Concepts | Jacksonville | FL | 07/2016 | 10/2017 |
| Navy Federal Financial Group, Llc | Jacksonville | FL | 04/2017 | 04/2019 |
| The Bailey Group | St. Augustine | FL | 04/2019 | 09/2020 |
| Minnesota Life Insurance Company | Saint Paul | MN | 09/2020 | 12/2021 |
| Capital Financial Strategies | Jacksonville | FL | 09/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2022 | 10/2024 |
| St Augustine Historical Tours | St. Augustine | FL | 11/2021 | 03/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2022 | 10/2024 |
| Harvest Wealth Group | Augusta | GA | 01/2025 | 10/2025 |
| Dbh Augusta Llc | North Augusta | SC | 02/2024 | Present |
| Us Ghost Adventures | Augusta | GA | 01/2026 | Present |
| Augusta National Golf Club | Augusta | GA | 03/2025 | 04/2025 |
| Dinner Detective | North Augusta | GA | 01/2026 | Present |
| Top Shelf Trivia | Augusta | GA | 01/2026 | Present |
| Madden Advisory | Jacksonville | FL | 01/2017 | 03/2017 |
| New York Life Insurance Agents | Jacksonville | FL | 10/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Augusta | GA | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Augusta | GA | 11/2025 | Present |
Entity Name: Westobou Investment related: No Address: 1129 Broad St Augusta, GA 30901" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Art gallery and community outreach organization.I have been asked to serve as treasurer for the board." Entity Name: Dinner Detective Investment related: No Address: 307 Riverside Blvd North Augusta, GA 29841 Nature of the other business: Theater Position/Title/Relationship: Employee/Contractor Start Date: 01/17/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Dinner theatre, actor. Not similar to firm role, no connection to JPMorganChase Entity Name: Top Shelf Trivia Investment related: No Address: 2819 Washington Rd Augusta, GA 30909 Nature of the other business: Trivia Position/Title/Relationship: Employee/Contractor Start Date: 01/07/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trivia game, host. Not similar to firm role, no connection to JPMorganChase Entity Name: US Ghost Adventures Investment related: No Address: Private Residence Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 01/03/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Walking Tour, tour guide. Not similar to firm role, no connection to JPMorganChase Entity Name: Augusta National Golf Club Investment related: No Address: 2604 Washington Rd Augusta, GA 30904 Nature of the other business: Golf Course Position/Title/Relationship: Employee/Contractor Start Date: 04/04/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Golf tournament; Materials Handler. No similarity to firm role, no connection to JPMorganChase Entity Name: Diamond Baseball Holdings Investment related: No Address: 187 Railroad Ave North Augusta, SC 29841 Nature of the other business: Baseball Position/Title/Relationship: Employee/Contractor Start Date: 04/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Augusta Greenjackets minor league baseball club. Press Box employee (scoreboard, public address). Not similar to firm role and no connection to JPMorganChase
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-18 |
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