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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| NC | RA | APPROVED | 2023-10-31 |
| CA | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Boston | MA | 10/2010 | 07/2018 |
| J.P. Morgan Securities Llc | Boston | MA | 10/2008 | 07/2018 |
| Mass Mutual Life Insurance Company | Chapel Hill | NC | 12/2018 | 01/2023 |
| Mml Investors Services | Chapel Hill | NC | 01/2019 | 01/2023 |
| Umemployment | Durham | NC | 08/2018 | 12/2018 |
| Tara Wealth | Durham | NC | 09/2023 | Present |
| Amanda Decesar | Durham | NC | 02/2023 | Present |
(1)NAME:AMANDA DECESAR / INV REL:Y / ADDR:1209 FALLING ROCK PLACE, DURHAM, NC 27703 / NATURE:LIFE INSURANCE / POSITION:AGENT / TITLE: INSURANCE AGENT / START: 12/2018 / NO HR/MO:20 / NO HR/MO DUR TRADING:1 / DUTIES: INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-09 |
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