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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-10-01 |
| TX | RA | APPROVED_RES | 2019-09-13 |
Branch Locations
481 Fabian Dr, Aiken, SC 29803 • United States
15800 Birmingham Hwy , Milton , GA 30004 • United States
8022 Cumming Hwy, Canton, GA 30115 • United States
1870 Grayson Hwy, Grayson, GA 30017 • United States
3125 Peach Orchard Rd, Augusta, GA 30906 • United States
3480 Canton Hwy, Cumming , GA 30040 • United States
3975 Atlanta Hwy, Loganville, GA 30052 • United States
1044 Braselton Village Pkwy, Braselton, GA 30517 • United States
202 Robert C Daniel Jr Pkwy, Augusta, GA 30909-0802 • United States
3424 Peachtree Rd, Suite 600, Atlanta, GA 30326 • United States
5454 Five Forks Trickum Rd, Stone Mountain, GA 30087 • United States
11798 Haynes Bridge Rd, Alpharetta, GA 30009 • United States
1595 Peachtree Pkwy, Ste 210, Cumming, GA 30041 • United States
3789 Buford Dr, Buford, GA 30519 • United States
1495 Buford Dr, Lawrenceville, GA 30043 • United States
5170 Windward Pkwy, Alpharetta, GA 30004 • United States
1710 Buford Hwy, Cumming, GA 30041 • United States
535 Dacula Rd, Dacula, GA 30019 • United States
1875 Scenic Hwy N, Snellville, GA 30078 • United States
7354 Spout Springs Rd, Flowery Branch, GA 30542 • United States
1052 Peachtree Industrial Blvd, Ste 2, Suwanee, GA 30024 • United States
3695 Peachtree Pkwy, Suwanee, GA 30024 • United States
365 Peachtree Pkwy, Cumming, GA 30041 • United States
5900 Suwanee Dam Rd, Sugar Hill, GA 30518 • United States
601 Atlanta Rd, Cumming, GA 30040 • United States
4170 Old Milton Pkwy, Alpharetta, GA 30005 • United States
3555 Braselton Hwy, Dacula, GA 30019 • United States
4081 Stone Mountain Highway, Lilburn, GA 30047 • United States
296 W Broad St, Ste 1, Athens, GA 30601 • United States
5585 Atlanta Hwy, Alpharetta, GA 30004 • United States
1453 Riverstone Pkwy, Ste 100, Canton, GA 30114 • United States
3615 Sandy Plains Rd, Marietta, GA 30066 • United States
250 Rucker Rd, Alpharetta, GA 30004 • United States
6782 Hickory Flat Hwy, Canton, GA 30115 • United States
1175 Woodstock Rd, Roswell, GA 30075 • United States
4401 Shallowford Rd, Ste 190, Roswell, GA 30075 • United States
6155 Ollie Walk, Alpharetta, GA 30005 • United States
2805 Washington Rd, Augusta, GA 30909 • United States
2466 Jonesboro Rd, Hampton, GA 30228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Mcdonough | GA | 11/2007 | 12/2017 |
| Td Ameritrade, Inc. | Sandy Springs | GA | 02/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2019 |
| Jp Morgan Securities Llc | Atlanta | GA | 09/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Sugarhill | GA | 09/2019 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-09 |
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