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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-19 |
| TX | RA | APPROVED_RES | 2023-01-18 |
Branch Locations
3560 Lenox Road Ne Suite 1100, 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 |
|---|---|---|---|---|
| Jp Morgan Securties Llc | Atlanta | GA | 10/2013 | 09/2019 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 10/2013 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 09/2019 | 01/2023 |
| Janney Montgomery Scott Llc | Atlanta | GA | 01/2023 | Present |
1. Holtz Heroes, Fishers, IN. Charity to help ex Notre Dame football players and their families in tough times. Board Member on the Finance Committee (01/2011): Meet semi-annual to discuss mission, raising money and helping former players and their loved ones. Not investment related, not compensated, 1 hr./month. 2. Irish Angela, Chicago, IL. Not for profit corporation promoting start-up entities and other business ventures. Member - have the ability to observe companies as they present. Not investment related, not compensated, 1 hour/month. 3. Under the Golden Dome, Atlanta, GA. Podcast Co-Host (08/2024) - discuss college football. Not investment related, not compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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