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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Concord | NC | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Concord | NC | 12/2024 | Present |
| Wells Fargo | Charlotte | NC | 06/2024 | 12/2024 |
| Turning Point Usa | Charlotte | NC | 08/2022 | 07/2023 |
| Chick-Fil-A | Hickory | NC | 03/2021 | 06/2022 |
| Chick-Fil-A | Lenoir | NC | 10/2017 | 07/2020 |
| Unemployed | Hudson | NC | 12/2014 | 09/2017 |
| Unemployed | Hudson | NC | 08/2020 | 02/2021 |
| Unemployed | Hudson | NC | 07/2022 | 07/2022 |
| Unemployed | Lynchburg | VA | 08/2023 | 06/2024 |
| My Work Choice | Cornelius | NC | 03/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-08 |
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