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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-19 |
| VT | RA | APPROVED | 2025-11-19 |
| GA | RA | APPROVED | 2025-11-12 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2015 | 03/2018 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2018 | 06/2020 |
| Morgan Stanley | Southlake | TX | 06/2020 | 06/2022 |
| J.P Morgan Securities Llc | Atlanta | GA | 08/2022 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 10/2025 |
| Unemployed | Dallas | TX | 07/2022 | 07/2022 |
| Wells Fargo | Atlanta | GA | 08/2022 | 08/2022 |
| Tiaa | Atlanta | GA | 10/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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