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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 03/2026 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2026 | Present |
| Unemployed | Atlanta | GA | 01/2026 | 02/2026 |
| Goldman Sachs | Atlanta | GA | 07/2021 | 12/2025 |
| Unemployed | Atlanta | GA | 06/2021 | 06/2021 |
| Duke University | Durham | NC | 07/2019 | 05/2021 |
| Goldman Sachs | Atlanta | GA | 06/2020 | 08/2020 |
| Unemployed | Birmingham | AL | 06/2019 | 06/2019 |
| The White House | Washington | DC | 03/2018 | 05/2019 |
| The White House | Washington | DC | 01/2017 | 02/2018 |
| The 2016 Presidential Transition Team | New York | NY | 11/2016 | 01/2017 |
| Donald J Trump For President Inc | New York | NY | 07/2016 | 11/2016 |
NAME OF OTHER BUSINESS:Legacy Clay IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:400 20th Street North ,Birmingham,AL,35203,USA NATURE OF OTHER BUSINESS:Farming YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2018-03-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Partial beneficial owner. No active role or salary. IS THIS A RESIDENTIAL ADDRESS?:No NAME OF OTHER BUSINESS:Belle Mina Farms IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:400 20th Street North ,Birmingham,AL,35203,USA NATURE OF OTHER BUSINESS:Farming YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:1999-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Partial beneficial owner. No active role or salary. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
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