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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 10/2024 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 10/2024 | Present |
| Pnc Private Bank | Atlanta | GA | 06/2018 | 10/2024 |
| Breakthrough Exam Prep | Atlanta | GA | 10/2022 | Present |
| Carnegie Mellon University | Pittsburgh | PA | 08/2014 | 05/2018 |
Entity Name: Breakthrough Exam Prep Investment related: No Address: Atlanta, GA Nature of the other business: Tutoring Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coach CFP candidates through the mental prep for the exam. I help with their study process and best practices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
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