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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED_RES | 2023-07-18 |
Branch Locations
4855 Floyd Rd Sw, Mableton, GA 30126 • United States
2905 Cobb Pkwy Se, Bldg 300, Atlanta, GA 30339 • United States
4490 S. Cobb Drive Se, Ste C, Smyrna, GA 30080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 03/2016 | 09/2017 |
| Delta Air Lines | Hebron | KY | 10/2012 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2017 | 07/2019 |
| Bank Of America, N.A. | Cincinnati | OH | 09/2017 | 07/2019 |
| U.S. Bancorp Investments, Inc. | Newport | KY | 07/2019 | 06/2020 |
| U.S. Bank | Newport | KY | 07/2019 | 06/2020 |
| Fifth Third Bank | Blue Ash | OH | 06/2020 | 06/2022 |
| Fifth Third Securities, Inc. | Blue Ash | OH | 06/2020 | 06/2022 |
| E*Trade Securities Llc | Atlanta | GA | 06/2022 | 07/2023 |
| E*Trade Capital Management, Llc | Atlanta | GA | 06/2022 | 07/2023 |
| Morgan Stanley | Atlanta | GA | 01/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Smyrna | GA | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Smyrna | GA | 07/2023 | Present |
| Morgan Stanley | Atlanta | GA | 06/2022 | 06/2023 |
| Fidelity Investments | Covington | KY | 03/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-30 |
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