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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| NC | RA | APPROVED | 2021-03-04 |
Branch Locations
801 Se Maynard Rd, Cary, NC 27511 • United States
133 W Franklin St, Ste 160, Chapel Hill, NC 27516 • United States
6201 Capital Blvd, Raleigh, NC 27616 • United States
217 S Estes Dr, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 06/2015 | 01/2017 |
| Bank Of America Corp | Cary | NC | 06/2015 | 01/2017 |
| Morgan Stanley | Raleigh | NC | 08/2017 | 02/2018 |
| Unemployed | Cary | NC | 02/2017 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Cary | NC | 03/2018 | 01/2021 |
| Wells Fargo Bank, N.A. | Cary | NC | 03/2018 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Raleigh | NC | 02/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Raleigh | NC | 02/2021 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Raleigh | NC | 07/2022 | Present |
| J.P. Morgan Securities Llc | Raleigh | NC | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-21 |
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