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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-24 |
Branch Locations
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Roswell | GA | 11/2015 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roswell | GA | 11/2015 | 02/2019 |
| Jp Morgan Securities, Llc | Alphretta | GA | 02/2019 | 02/2022 |
| Jp Morgan Chase Bank, N.A. | Alpharetta | GA | 02/2019 | 02/2022 |
| Invesco | Atlanta | GA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-19 |
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