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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-10-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Bbtis | Lynchburg | VA | 09/2016 | 10/2019 |
| Suntrust Bank | Lynchburg | VA | 03/2016 | 09/2016 |
| Bb&T Securities, Llc | Lynchburg | VA | 01/2018 | 10/2019 |
| Brookstone Capital Management | Lynchburg | VA | 11/2019 | 12/2019 |
| Caitlin John, Llc | Lynchburg | VA | 12/2019 | 09/2021 |
| J.P. Morgan Securities Llc | Summerville | SC | 09/2021 | Present |
| Jpmorgan Chase Bank (Mi) | Summerville | SC | 09/2021 | Present |
| Legacy Wealth Management | Lynchburg | VA | 12/2019 | 09/2021 |
| Jd Mellburg | Lynchburg | VA | 10/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-13 |
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