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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED | 2023-11-14 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 05/2017 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 07/2017 | 01/2023 |
| Jpmorgan Securities Llc | Atlanta | GA | 07/2017 | 01/2023 |
| Unemployed | Atlanta | GA | 05/2017 | 07/2017 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 01/2023 | 10/2023 |
| Morgan Stanley | Atlanta | GA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
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