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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-05 |
| TX | RA | APPROVED_RES | 2022-08-04 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth | Boston | MA | 04/2010 | 10/2016 |
| Pnc Wealth Management | Naples | FL | 06/2016 | 10/2017 |
| Slatestone Wealth Llc | Naples | FL | 02/2018 | 06/2018 |
| Marriott Corp | Atlanta | GA | 02/2022 | 03/2022 |
| Fidelity Investments | Atlanta | GA | 06/2018 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2022 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2022 | Present |
| Unemployed | Atlanta | GA | 07/2021 | 01/2022 |
| Unemployed | Atlanta | GA | 04/2022 | 05/2022 |
| Unemployed | Naples | FL | 11/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-07 |
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