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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 | 2021-03-29 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 04/2018 | 07/2019 |
| Bank Of America, N.A. | Atlanta | GA | 04/2018 | 07/2019 |
| U.S. Trust, Bank Of America Private Wealth Management | Atlanta | GA | 09/2013 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2019 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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