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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-09 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 11/2018 | 05/2025 |
| Jpmorgan Securities Llc | Atlanta | GA | 11/2018 | 05/2025 |
| King & Spalding Llp | Atlanta | GA | 06/2014 | 05/2017 |
| Womble Bond Dickinson (Us) Llp | Atlanta | GA | 05/2017 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2025 | Present |
I*4904268 Entity Type: Charitable Name of OBA: Ansley Golf Club Address: Atlanta, Georgia, 30309 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: Governance board for private country club Membership and Athletics chair
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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