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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Charlotte | NC | 08/2011 | 02/2022 |
| J.P Morgan Chase Bank | Charlotte | NC | 08/2011 | 02/2022 |
| Truist Investment Services | Charlotte | NC | 03/2022 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 05/2022 | Present |
CHARLOTTE LATIN SCHOOL POSITION: Trustee NATURE: K-12 Educational Institution INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: General Member on Board of Trustees and serve on one sub-committee and one task force within the board structure. One committee assignment is the Trustee & Governance committee. I also serve on the school's athletic task force which was tasked to study the purpose and efficacy of the school's co-curricular athletics program. By serving on the committee, I am focused on providing strategic direction to the school's administrative team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-01 |
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