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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
Branch Locations
3424 Peachtree Rd Ne Floor 06, Atlanta, GA 30326 • United States
500 Providence Rd, Charlotte, NC 28207 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Charlotte | NC | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 04/2026 | Present |
| Alloy Wealth Management Inc | Charlotte | NC | 12/2023 | 04/2026 |
| Alloy Investment Management | Charlotte | NC | 12/2023 | 04/2026 |
| Foundations Investment Advisors Llc | Charlotte | NC | 12/2023 | 04/2026 |
| J.P. Morgan Securities Llc | Huntersville | NC | 11/2020 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | Huntersville | NC | 11/2020 | 11/2023 |
| Hobart | Charlotte | NC | 07/2018 | 10/2020 |
| Bank Of America | Charleston | WV | 08/2017 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | WV | 08/2017 | 08/2018 |
| J.P. Morgan Securities Llc | Charleston | WV | 09/2015 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Charleston | WV | 09/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-16 |
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