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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-30 |
Branch Locations
514 Greenville Blvd Se, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Tempe | AZ | 09/2019 | 08/2025 |
| Jpmorgan Securities Llc | Tempe | AZ | 03/2020 | 08/2025 |
| Bank Of America, N.A. | Phoenix | AZ | 03/2019 | 09/2019 |
| National Bank Of Arizona | Goodyear | AZ | 01/2019 | 03/2019 |
| Starbucks Corporation | Phoenix | AZ | 08/2018 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Oakland | CA | 02/2015 | 08/2018 |
| Oregano's Pizza Bistro | Phoenix | AZ | 05/2017 | 09/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2016 | 12/2018 |
| The Pastry Fix | Phoenix | AZ | 07/2024 | 02/2025 |
| Truist Investment Services, Inc. | Greenville | NC | 09/2025 | Present |
NONE POSITION: Landlord NATURE: Renting out our Phoenix property to a tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2025 ADDRESS: Phoenix AZ, United States DESCRIPTION: Upkeep the home in livable condition for our tenant to rent it out from us.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
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