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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
| GA | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 10/2019 | 05/2023 |
| Jpmorgan Securities Llc | Atlanta | GA | 10/2019 | 05/2023 |
| Jpmorgan Chase Bank Na | Plano | TX | 09/2018 | 09/2019 |
| United States Air Force | Robins Afb | GA | 05/2013 | 09/2018 |
| United States Air Force Reserves | Schriever Afb | CO | 09/2018 | Present |
| Morgan Stanley | Alpharetta | GA | 05/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | GA | 05/2024 | Present |
| Bank Of America, N.A. | Gainesville | GA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-02 |
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