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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Atlanta | GA | 03/2005 | 04/2025 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 09/2011 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 04/2025 | Present |
I*2723278, Entity Type: Entity Charitable, Name of OBA: Purpose Built Communities, Address: Atlanta, Georgia, 30317, Investment Related: N, Position, Title, Association: [ Board Member, Employee State Date: 01/15/2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: As a board member, I advise the Director. I am also involved in helping to raise awareness and funds for the foundation. Strengthen neighborhoods and fight poverty by opening pathways to prosperity and opportunity for all who call it home. We advise communities how to unlock educational and economic growth so every individual can shape their future. We center our neighborhoods around a common theme uniqiue to the community- a school, cemetery, park, golf course, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-10 |
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