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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
| GA | RA | APPROVED | 2025-04-25 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 01/2023 | 03/2025 |
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 03/2025 | Present |
| E*Trade Financial | Alpharetta | GA | 06/2016 | 01/2023 |
| Southern Seahorses Llc | Atlanta | GA | 06/2022 | Present |
Entity Name: Southern Seahorses LLC Investment related: No Address: Address of the other business: 8735 Dunwoody Place, STE N, Atlanta, GA 30350 Nature of the other business: Swimming Position/Title/Relationship: Owner/Partner Start Date: 06/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nature of the other business: Swim Instruction/Private Swim Coach. Position/Title - Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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