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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
| GA | RA | APPROVED | 2025-08-01 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 03/2018 |
| United Parcel Service/Ups | Raleigh | NC | 05/2016 | 08/2018 |
| Citrix Systems/Citrix Sharefile | Raleigh | NC | 06/2017 | 12/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2022 | 11/2023 |
| Spectrum Communications | Duluth | GA | 08/2018 | 12/2018 |
| Wells Fargo | Atlanta | GA | 12/2018 | 12/2020 |
| Bank Of America | Atlanta | GA | 12/2020 | 01/2022 |
| Pnc Bank | Dunwoody | GA | 01/2022 | 09/2022 |
| Morgan Stanley | Alpharetta | GA | 09/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2025 | Present |
| Lowes | Atlanta | GA | 03/2021 | 12/2022 |
| Target | Atlanta | GA | 10/2020 | 01/2021 |
| Charter Communications | Atlanta | GA | 08/2018 | 10/2018 |
| Partner Plus Media | Atlanta | GA | 04/2018 | 06/2018 |
| Adt | Atlanta | GA | 04/2018 | 04/2018 |
| Shaw University | Raleigh | NC | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-22 |
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