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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-10-25 |
Branch Locations
16070 Nc Highway 50 N, Garner, NC 27529 • United States
610 Magness Dr, Cary, NC 27513 • United States
314 E 10Th St Ste 101, Greenville, NC 27858 • United States
52 Eagle Wing Way, Garner, NC 27529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina State University | Raleigh | NC | 08/2015 | 12/2019 |
| Unemployed | Raleigh | NC | 01/2020 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2020 | 10/2020 |
| Northwestern Mutual Investment Services Llc | Raleigh | NC | 02/2020 | 10/2020 |
| Morgan Stanley | Raleigh | NC | 11/2020 | 10/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2020 | 10/2022 |
| Gold Crown Realty Llc | Erie | PA | 05/2021 | Present |
| J.P. Morgan Securities Llc | Cary | NC | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Cary | NC | 10/2022 | Present |
Entity Name: Gold Crown Realty LLC Investment related: No Address: 3319 Regis Dr, Erie, PA 16510 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/12/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Real Estate Acquisition and Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-16 |
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