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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-22 |
| GA | RA | APPROVED | 2019-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 03/2015 | 10/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2018 |
| Stifel Nicolaus & Co Inc | Atlanta | GA | 03/2019 | 06/2019 |
| Jp Morgan Chase Bank N.A. | Atlanta | GA | 10/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 06/2019 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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