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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
5454 Five Forks Trickum Rd, Stone Mountain, GA 30087 • United States
1870 Grayson Hwy, Grayson, GA 30017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 02/2014 | 07/2021 |
| Edward Jones | St. Louis | MO | 07/2021 | 09/2024 |
| Wells Fargo Bank Na | Atlanta | GA | 02/2014 | 07/2021 |
| Wells Fargo Advisors, Llc | Atlanta | GA | 02/2014 | 07/2021 |
| J.P. Morgan Securities Llc | Grayson | GA | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Grayson | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-03 |
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