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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-28 |
| TX | RA | APPROVED | 2022-11-21 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 06/2021 | 07/2022 |
| Uber | San Francisco | CA | 05/2016 | 07/2024 |
| Mindbody | Atlanta | GA | 01/2020 | 06/2021 |
| Pyramid Consulting | Atlanta | GA | 05/2019 | 01/2020 |
| Urban Pie | Decatur | GA | 06/2015 | 06/2017 |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2022 | Present |
| Etrade | Alpharetta | GA | 06/2021 | 07/2022 |
| Morgan Stanley | Alpharetta | GA | 06/2021 | 07/2022 |
| Donohoe Partners | Atlanta | GA | 12/2020 | 12/2020 |
| Forward Processing Ca, Inc | Atlanta | GA | 07/2018 | 04/2020 |
| Uber | San Francisco | CA | 05/2015 | Present |
| Goskate | Mableton | GA | 06/2025 | Present |
| Gray Fidelity Investments Llc | Mableton | GA | 01/2024 | Present |
Entity Name: Gray Fidelity Investments LLC Investment related: No Address: Private Residence Nature of the other business: 3D Printing Position/Title/Relationship: Owner/Partner Start Date: 01/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner/Operator of the LLC. LLC set up as a coverall for various business projects like 3-D printing/retailing of printed objects for now Entity Name: GOSKATE Investment related: No "Address: MabletonGeorgia30126 goskate.com " Nature of the other business: Skateboarding Position/Title/Relationship: Employee/Contractor Start Date: 06/14/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company offers private skateboarding lessons. My role is as an instructor. I meet with clients in my area, and teach them how to skateboard. There is no affiliation or similarities between my role as an instructor and my advisory role at JP Morgan. Entity Name: Uber Investment related: No Address: 1455 Market St. Ste 400 San Francisco, CA 94103. Nature of the other business: Transportation Position/Title/Relationship: Employee/Contractor Start Date: 05/15/2015 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rideshare
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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