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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-23 |
| GA | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Phenix City | AL | 09/2008 | 05/2019 |
| Suntrust Bank | Columbus | GA | 05/2019 | 12/2019 |
| Truist Advisory Services, Inc. | Columbus | GA | 12/2019 | 03/2024 |
| J.P. Morgan Securities Llc | Alpharetta | GA | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Alpharetta | GA | 03/2024 | Present |
| Truist Advisory Services, Inc. | Columbus | GA | 12/2019 | 03/2024 |
| Wells Fargo Bank Na | Phenix City | AL | 06/2007 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-20 |
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