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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| SC | RA | APPROVED | 2020-12-22 |
Branch Locations
1259 Nexton Pkwy, Summerville, SC 29486 • United States
896 Folly Rd, Charleston, SC 29412 • United States
2600 N Main St, Summerville, SC 29486 • United States
15 Towne Dr, Bluffton, SC 29910 • United States
1300 N Main St, Summerville, SC 29483 • United States
1129 Savannah Highway Suite 400, Charleston, SC 29407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 01/2005 | 01/2017 |
| First Citizens Investor Services | Charleston | SC | 01/2017 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Charleston | SC | 12/2020 | Present |
| J.P. Morgan Securities Llc | Charleston | SC | 12/2020 | Present |
| A&S Express, Inc. | Mount Pleasant | SC | 09/2020 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-30 |
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