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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-27 |
| GA | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dacula | GA | 03/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Dacula | GA | 03/2021 | 02/2022 |
| Regions Bank | Dunwoody | GA | 11/2018 | 12/2018 |
| Scotiabank | Mississauga | 02/2003 | 12/2017 | |
| Unemployed | Atlanta | GA | 01/2018 | 10/2018 |
| Unemployed | Atlanta | GA | 01/2019 | 07/2020 |
| Unemployed | Suwanee | GA | 08/2020 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Suwanee | GA | 02/2022 | 02/2024 |
| Wells Fargo Bank, Na | Suwanee | GA | 02/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | GA | 02/2024 | Present |
| Bank Of America, N.A. | Duluth | GA | 02/2024 | Present |
I*: 1732276 Entity Type: Entity For Profit Name of the other business Sustainable Sourcing LLC Whether the business is investment-related No Address of the other business Lane, Buford, GA 30519 Nature of the other business Apparel Consultancy Your position Member Start date of your relationship 04/2020 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Dormant company related to apparel managed by my spouse. I do not have any responsibility associated with this company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-10 |
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