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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED | 2024-12-23 |
Branch Locations
3372 Peachtree Rd Ne Ste 110, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Asset Management Group Inc | Atlanta | GA | 10/1998 | 04/2021 |
| Capitol Securities Management, Inc | Smyrna | GA | 09/2007 | 04/2021 |
| Renters Warehouse | Atlanta | GA | 10/2015 | 04/2021 |
| Insurance Sales | Smyrna | GA | 06/2005 | 04/2021 |
| Fidelity Investments | Smyrna | GA | 04/2021 | 11/2024 |
| Fidelity Brokerage Services Llc | Smyrna | GA | 04/2021 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 11/2024 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
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