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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Melbourne | FL | 05/2015 | 11/2016 |
| Wells Fargo Bank Na | Melbourne | FL | 08/2013 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 11/2016 | 05/2024 |
| Morgan Stanley | Atlanta | GA | 05/2024 | 09/2024 |
| J.P. Morgan Securities Llc | Atlanta | GA | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2024 | Present |
Effective 9/23/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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