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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-09 |
| VT | RA | APPROVED | 2026-07-09 |
| AL | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Rome | GA | 04/2014 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Rome | GA | 04/2014 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Acworth | GA | 01/2022 | 09/2022 |
| Bank Of America Corporation | Acworth | GA | 01/2022 | 09/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 08/2022 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 04/2026 |
| Tiaa | Atlanta | GA | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 06/2026 | Present |
| Unemployed | Cedartown | GA | 04/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-16 |
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