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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
652 Haywood Rd, Greenville, SC 29607 • United States
550 S Main St Ste 102, Greenville, SC 29601 • United States
107 Chalmers Rd, Greenville, SC 29605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Greenville | SC | 06/2026 | Present |
| J.P. Morgan Securities Llc | Greenville | SC | 06/2026 | Present |
| Bank Of America | Greenville | SC | 08/2024 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 08/2024 | 06/2026 |
| Wells Fargo | Greenville | SC | 07/2022 | 08/2024 |
| First Citizens | Denver | NC | 05/2021 | 07/2022 |
| Clemson University | Clemson | SC | 08/2017 | 05/2021 |
| The Efland Group Inc | Mooresville | NC | 06/2018 | 09/2019 |
| Unemployed | Mooresville | NC | 06/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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