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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-06-29 |
| TX | RA | APPROVED_RES | 2021-03-08 |
| NC | RA | APPROVED | 2021-03-05 |
Branch Locations
1480 Us 70 Hwy W, Garner, NC 27529 • United States
4625 Country Club Rd, Winston Salem, NC 27104 • United States
201 Village Center Dr, Chapel Hill, NC 27516 • United States
426 S Stratford Rd, Winston Salem, NC 27103 • United States
52 Harper Ln, Pittsboro, NC 27312 • United States
1501 Westover Ter, Greensboro, NC 27408 • United States
351 Grand Hill Pl, Holly Springs, NC 27540 • United States
101 St Mark Ave, Selma, NC 27576 • United States
6125 Glenwood Ave, Raleigh, NC 27612 • United States
5433 University Pkwy, Winston Saleam, NC 27105 • United States
2060 Wendell Valley Blvd, Wendell, NC 27591 • United States
16070 Nc Highway 50 N, Garner, NC 27529 • United States
1020 N Harrison Ave, Cary, NC 27513 • United States
52 Eagle Wing Way, Garner, NC 27529 • United States
2931 Sherman Oak Pl, Raleigh, NC 27609 • United States
8101 Brier Creek Pkwy, Raleigh, NC 27617 • United States
133 W Franklin St, Ste 160, Chapel Hill, NC 27516 • United States
7911 Fayetteville Rd, Raleigh, NC 27603 • United States
1007 Beaver Creek Commons Dr, Apex, NC 27502 • United States
725 9Th St, Durham, NC 27705 • United States
610 Magness Dr, Cary, NC 27513 • United States
416 Oberlin Rd, Raleigh, NC 27605 • United States
216 W Nc Highway 54, Durham, NC 27713 • United States
8805 Six Forks Rd, Raleigh, NC 27615 • United States
5070 Arco St, Cary, NC 27519 • United States
6201 Capital Blvd, Raleigh, NC 27616 • United States
11065 Ligon Mill Rd, Wake Forest, NC 27587 • United States
314 E 10Th St Ste 101, Greenville, NC 27858 • United States
309 Colonades Way, Cary, NC 27518-7010 • United States
1610 New Garden Rd, Greensboro, NC 27410 • United States
801 Se Maynard Rd, Cary, NC 27511 • United States
435 Pisgah Church Rd, Greensboro, NC 27455 • United States
217 S Estes Dr, Chapel Hill, NC 27514 • United States
7911 Fayetteville Rd, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Raleigh | NC | 02/2021 | Present |
| Td Ameritrade Investment Management, Llc | Raleigh | NC | 04/2006 | 01/2021 |
| Td Ameritrade | Raleigh | NC | 01/2006 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Apex | NC | 02/2021 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-25 |
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