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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| GA | RA | APPROVED | 2022-02-14 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 06/2010 | 11/2016 |
| Wachovia Bank, N.A./Wells Fargo Bank N.A. | Atlanta | GA | 04/2010 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 10/2018 |
| City National Bank | Atlanta | GA | 10/2018 | 12/2021 |
| City National Securities | Atlanta | GA | 01/2019 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 01/2022 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 01/2022 | Present |
| New Horizons Community Development Corporation (Nhcdc) | Marietta | GA | 11/2022 | 05/2023 |
| Not Available | Mableton | GA | 09/2024 | 03/2025 |
Entity Name: Morris Brown College Foundation (MBCF) Investment related: Yes "Address: 643 M.L.K. Jr Dr NW, Atlanta GA 30314, https://mbcfoundationinc.org/ " Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: MBCF serves as the business arm of Morris Brown College, forming and fostering public and private professional relationships while providing fiduciary responsibility for all foundation resources. I will be a member of the ""Finance Committee"" whose role is to provide oversight of all aspects of the finances of the Foundation through strategies to promote fiscal health of the MBC Foundation. "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
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