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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
4350 Congress Street Floor 01, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 03/2026 | Present |
| J.P. Morgan Securities Llc | Charlotte | NC | 03/2026 | Present |
| Accenture Llp | Atlanta | GA | 08/2024 | 03/2026 |
| Insight Sourcing Group Holdings | Atlanta | GA | 06/2022 | 08/2024 |
| Harbert Management Corporation | Atlanta | GA | 04/2020 | 05/2022 |
| Jpmorgan Private Bank | Dallas | TX | 07/2018 | 03/2020 |
| Unemployed | Auburn | AL | 06/2018 | 06/2018 |
| Auburn University | Auburn | AL | 08/2014 | 05/2018 |
| Home Depot | Atlanta | GA | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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