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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-12 |
Branch Locations
50 Hudson Yards 69Th Floor, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Freeport | NY | 04/2008 | 02/2022 |
| J.P. Morgan Securities Llc | Rockville Centre | NY | 10/2012 | 02/2022 |
| Truist Advisory Services, Inc. | New York | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-14 |
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