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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Washington | DC | 07/2018 | Present |
| Jpmorgan Securities Llc | Washington | DC | 07/2018 | Present |
| Suntrust Bank | Washington | DC | 10/2011 | 06/2018 |
Entity Name: Williams-Franklin Foundation Investment related: Yes "Address: 4401A Connecticut Avenue NW, PMB 301, Washington DC 20002, www.wmsfranklinfoundation.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: scholarships, career counseling and mentorship for HBCU students
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-30 |
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