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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED_RES | 2022-09-19 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 12/2019 | 07/2022 |
| Colonial Life | Atlanta | GA | 06/2019 | 12/2019 |
| Advocacy Wealth Management | Atlanta | GA | 03/2018 | 05/2019 |
| Aerotek | Atlanta | GA | 10/2016 | 03/2018 |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2022 | Present |
| Glorious Events | Atlanta | GA | 01/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-26 |
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