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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-24 |
| TX | RA | APPROVED | 2023-07-19 |
Branch Locations
201 W Broughton St, Ste 100, Savannah, GA 31401 • United States
7730 Abercorn St, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Savannah | GA | 01/2017 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 10/2018 | 12/2020 |
| Belk | Savannah | GA | 09/2014 | 06/2019 |
| Coastal Cathedral | Savannah | GA | 05/2017 | 11/2017 |
| Georgia Southern University | Savannah | GA | 08/2013 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Savannah | GA | 12/2020 | Present |
| J.P. Morgan Securities Llc | Savannah | GA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-22 |
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