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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-14 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2025 | Present |
| Northwestern Mutual | Atlanta | GA | 07/2021 | 09/2025 |
| Total Wine & Spirits | Bellevue | WA | 11/2020 | 07/2021 |
| Unemployed | Bellevue | WA | 04/2020 | 10/2020 |
| Intercontinental Steven F Austin | Austin | TX | 08/2019 | 04/2020 |
| Intercontinental Hotel Group/Buckhead | Atlanta | GA | 12/2017 | 08/2019 |
| Oasis Outstourcing | Atlanta | GA | 08/2016 | 12/2017 |
Entity Name: Morningside Townhome Investment related: No Address: Atlanta, GA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LandLord/ Co-Owner with wife Entity Name: Lenox Condo Investment related: No Address: 2657 Lenox Road NE, Unit J135 Atlanta, Ga 30324 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property ( Co-Owner) with My wife Entity Name: Seattle Rental Investment related: No Address: Seattle, WA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property co-owner with wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-26 |
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