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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
1495 Buford Dr, Lawrenceville, GA 30043 • United States
3789 Buford Dr, Buford, GA 30519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Buford | GA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Buford | GA | 09/2025 | Present |
| Bank Of America | Langhorne | PA | 01/2020 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Langhorne | PA | 01/2020 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Newtown | PA | 01/2016 | 01/2020 |
| Wells Fargo Bank Na | Newtown | PA | 11/2013 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-15 |
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