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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | North Myrtle Beach | SC | 04/2026 | Present |
| J.P. Morgan Securities Llc | North Myrtle Beach | SC | 04/2026 | Present |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 07/2023 | 04/2026 |
| Wells Fargo Bank, N.A. | Myrtle Beach | SC | 07/2023 | 04/2026 |
| Unemployed | North Myrtle Beach | SC | 04/2023 | 06/2023 |
| Curran Financial Partners, Llc | Daniel Island | SC | 08/2021 | 03/2023 |
| Curran Financial Partners | Daniel Island | SC | 08/2021 | 02/2023 |
| Orkin/Rollins Inc | Myrtle Beach | SC | 12/2020 | 08/2021 |
| Thrivent Financial | Minneapolis | MN | 02/2019 | 11/2020 |
| Thrivent Investment Management, Inc | Minneapolis | MN | 01/2019 | 10/2020 |
| Deeco, Inc | Raleigh | NC | 02/2015 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
| S66 | Uniform Combined State Law Examination | 2019-06-02 |
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