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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-14 |
| NJ | RA | APPROVED | 2026-07-13 |
| SC | RA | APPROVED | 2026-07-12 |
| NC | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
500 Providence Rd, Floor 01, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Charlotte | NC | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 05/2026 | Present |
| Ameriprise Financial | Charlotte | NC | 09/2025 | 04/2026 |
| Unemployed | Charlotte | NC | 07/2025 | 09/2025 |
| Whole Foods Market | Hyannis | MA | 05/2025 | 07/2025 |
| Elon University | Elon | NC | 08/2021 | 05/2025 |
| Baker Tilly Advisory Group | Tewksbury | MA | 06/2024 | 08/2024 |
| Whole Foods Market | Hyannis | MA | 05/2023 | 08/2023 |
| Storage Scholars Llc | Elon | NC | 08/2022 | 09/2022 |
| Whole Foods Market Group Llc | Hyannis | MA | 05/2022 | 08/2022 |
| Barnstable Market | Barnstable | MA | 06/2021 | 08/2021 |
| Lawrence Academy | Groton | MA | 06/2017 | 06/2021 |
| Barnstable Market | Barnstable | MA | 06/2019 | 09/2019 |
| Pike School | Andover | MA | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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