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1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-11 |
Branch Locations
5898 Roswell Road, Sandy Springs, GA 30328 • United States
Lawrenceville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2019 | 03/2021 |
| Bank Of America, N.A. | Atlanta | GA | 08/2019 | 03/2021 |
| Jp Morgan Chase | Brooklyn | NY | 10/2014 | 05/2018 |
| Capital One | Brooklyn | NY | 05/2018 | 08/2019 |
| Morgan Stanley | Alpharetta | GA | 08/2021 | 11/2021 |
| Unemployed | Atlanta | GA | 04/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 12/2021 | 07/2022 |
| Bank Of America, N.A. | Atlanta | GA | 12/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 08/2022 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 03/2025 |
| Truist Investment Service | Liburn | GA | 03/2025 | 08/2025 |
| Truist Advisory Services, Inc | Liburn | GA | 03/2025 | 08/2025 |
| Navy Federal Financial Group, Llc | Sandy Springs | GA | 09/2025 | Present |
| Navy Federal Investment Services, Llc | Sandy Springs | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-25 |
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