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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
2089 Ashley Phosphate Rd, North Charleston, SC 29406 • United States
2600 N Main St, Summerville, SC 29486 • United States
1259 Nexton Pkwy, Summerville, SC 29486 • United States
177 Meeting St, Charleston, SC 29401 • United States
873 Island Park Dr, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Charleston | SC | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Charleston | SC | 05/2026 | Present |
| Bank Of America/Merrill Lynch | Mount Pleasant | SC | 08/2024 | 05/2026 |
| New York Life Insurance Company | Charleston | SC | 10/2019 | 08/2024 |
| Jeff Cook Real Estate | Charleston | SC | 05/2018 | 09/2019 |
| Cai International | Charleston | SC | 02/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-19 |
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