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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED | 2023-02-06 |
Branch Locations
4971 Bill Gardner Pkwy, Locust Grove, GA 30248 • United States
2183 Hwy 20 Se, Conyers, GA 30013 • United States
2782 Candler Rd, Ste 25, Decatur, GA 30034 • United States
2079 South Hairston Road Suites F & G, Decatur, GA 30035 • United States
3642 Flakes Mill Road, Suite 309, Decatur, GA 30034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Decatur | FL | 12/2013 | 11/2018 |
| Wells Fargo Bank Na | Decatur | GA | 12/2013 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Decatur | GA | 01/2016 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conyers | GA | 11/2018 | 12/2020 |
| Bank Of America, N.A. | Conyers | GA | 11/2018 | 12/2020 |
| Fidelity Investments | Salt Lake City | UT | 02/2021 | 12/2022 |
| J.P. Morgan Securities Llc | Conyers | GA | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Conyers | GA | 01/2023 | Present |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2021 | 12/2022 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 02/2021 | 12/2022 |
| Unemployed | Covington | GA | 01/2021 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-08 |
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