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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-05 |
| NY | RA | APPROVED | 2021-05-03 |
| GA | RA | APPROVED | 2019-10-10 |
| TX | RA | APPROVED_RES | 2019-10-01 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Atlanta | GA | 10/2012 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2019 | Present |
| Jpmorgan Securities, Llc. | Atlanta | GA | 09/2019 | Present |
Effective 9/23/2019I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-31 |
| S66 | Uniform Combined State Law Examination | 2000-05-23 |
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