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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| GA | RA | APPROVED | 2022-11-04 |
Branch Locations
2002 Howell Mill Rd Nw, Atlanta, GA 30318 • United States
3380 Northside Pkwy Nw, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services, Inc | Raleigh | NC | 02/2016 | 11/2016 |
| First Citizens Bank | Columbia | SC | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc. | Atlanta | GA | 11/2016 | 11/2020 |
| Wells Fargo Bank Na | Atlanta | GA | 11/2016 | 11/2020 |
| Advisory Services Network | Atlanta | GA | 11/2020 | 09/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 11/2022 | Present |
| Unemployed | Atlanta | GA | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-14 |
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