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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED_RES | 2025-10-14 |
Branch Locations
2608 Piedmont Rd Ne, Atlanta, GA 30324 • United States
2900 Peachtree Rd Nw, Ste 100-A, Atlanta, GA 30305 • United States
2240 Marietta Blvd, Atlanta, GA 30318 • United States
1598 Piedmont Ave Ne, Atlanta, GA 30324 • United States
1115 Howell Mill Rd Nw Ste P110, Atlanta, GA 30318 • 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 |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 08/2015 | 09/2018 |
| Pnc Bank | Woodstock | GA | 10/2018 | 06/2019 |
| J.P. Morgan Securities Llc | Atlanta | GA | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 10/2025 | Present |
| Truist | Alpharetta | GA | 06/2019 | 09/2025 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2015 | 09/2018 |
| Truist Investment Services, Inc. | Alpharetta | GA | 06/2019 | 09/2025 |
| Truist Advisory Services, Inc. | Apharetta | GA | 06/2019 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-22 |
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