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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Franklin | TN | 03/2021 | 06/2022 |
| J.P. Morgan Securities Llc | Franklin | TN | 03/2021 | 06/2022 |
| Regions Bank | Nashville | TN | 02/2017 | 01/2021 |
| Unemployed | Hendersonville | TN | 08/2016 | 01/2017 |
| Unemployed | Hendersonville | TN | 02/2021 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 06/2022 | 11/2024 |
| Wells Fargo Bank, Na | Nashville | TN | 06/2022 | 11/2024 |
| Truist Advisory Service, Inc | Hendersonville | TN | 11/2024 | Present |
| Truist Advisory Services, Inc | Hendersonville | TN | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
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