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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
1475-B Holcomb Bridge Rd, Roswell, GA 30076 • United States
10515 Alpharetta St, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Roswell | GA | 10/2025 | Present |
| J.P. Morgan Securities Llc | Roswell | GA | 10/2025 | Present |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 09/2025 |
| Fidelity Brokerage Services Llc | Boston | MA | 02/2022 | 09/2025 |
| Fidelity Investments | Buckhead | GA | 02/2022 | 09/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 03/2025 | 03/2025 |
| Family First Life Inurance | Dunwoody | GA | 11/2021 | 02/2022 |
| Fidelity Investments | Boston | MA | 08/2021 | 11/2021 |
| Uber | Roswell | GA | 05/2019 | 08/2021 |
| Pfs Investments Inc. | Lawrenceville | GA | 11/2020 | 07/2021 |
| Transworld Business Advisors Nw | Marietta | GA | 03/2020 | 11/2020 |
| Samantha Megan Ashby/State Farm | Duluth | GA | 07/2020 | 10/2020 |
| Primerica Finl Services Advisors | Lawrenceville | GA | 03/2020 | 07/2020 |
| The Suri Group Inc | Roswell | GA | 01/2019 | 03/2020 |
| Erwing Landazabal | Roswell | GA | 01/2018 | 01/2019 |
| The Camp Grace | Roberta | GA | 05/2018 | 07/2018 |
| Unemployed | Roswell | GA | 09/2017 | 12/2017 |
| Atlanta Luxury Motors | Duluth | GA | 01/2017 | 08/2017 |
| Unemployed | Roswell | GA | 09/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-14 |
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