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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
| TN | RA | APPROVED | 2023-12-12 |
Branch Locations
1121 Gallatin Ave, Nashville, TN 37206 • United States
298 Indian Lake Blvd, Hendersonville, TN 37075 • United States
915 Green Lea Blvd, Gallatin, TN 37066 • United States
5570 Old Hickory Blvd Ste 105 , Hermitage , TN 37076 • United States
1705 Gallatin Pike Ste 105, Madison, TN 37115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Nashville | TN | 11/2019 | 05/2021 |
| J.P. Morgan Securities Llc | Nashville | TN | 11/2019 | 05/2021 |
| Pulte Homes, Inc | Franklin | TN | 05/2017 | 10/2019 |
| Sears | Wauwatosa | WI | 06/2016 | 04/2017 |
| Telcom Power And Installation Trainers | Lake Zurich | IL | 01/2016 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Franklin | TN | 05/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Franklin | TN | 05/2021 | 01/2024 |
| J.P. Morgan Securities Llc | Hendersonville | TN | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-10 |
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