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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 08/2018 | 06/2023 |
| Ride Cycle Studio | Durham | NC | 03/2017 | 06/2018 |
| Duke University Fuqua School Of Business | Durham | NC | 07/2016 | 05/2018 |
| Jpmorgan Securities Llc | Atlanta | GA | 08/2018 | 06/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 06/2023 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2025 | Present |
| Home | Atlanta | GA | 02/2025 | 06/2025 |
| Sweatlab Llc | Durham | NC | 01/2017 | 09/2018 |
| Jp Morgan | Durham | NC | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
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