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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-22 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
2466 Jonesboro Rd, Hampton, GA 30228 • United States
8960 Dallas Acworth Hwy, Dallas, GA 30132 • United States
361 17Th St Nw Ste 1, Atlanta, GA 30363 • United States
6180 Roswell Rd, Sandy Springs, GA 30328 • United States
2905 Cobb Pkwy Se, Bldg 300, Atlanta, GA 30339 • United States
1115 Howell Mill Rd Nw Ste P110, Atlanta, GA 30318 • United States
1598 Piedmont Ave Ne, Atlanta, GA 30324 • United States
708 Spring St Nw Ste B, Atlanta, GA 30308 • United States
4490 S. Cobb Drive Se, Ste C, Smyrna, GA 30080 • United States
3380 Northside Pkwy Nw, Atlanta, GA 30327 • United States
2240 Marietta Blvd, Atlanta, GA 30318 • United States
2350 Cheshire Bridge Rd Ne, Atlanta, GA 30324 • United States
2608 Piedmont Rd Ne, Atlanta, GA 30324 • United States
610 Thornton Road, Lithia Springs, GA 30122 • United States
3296 Hwy 5, Douglasville, GA 30135 • United States
2002 Howell Mill Rd Nw, Atlanta, GA 30318 • United States
372 Mirror Lake Blvd, Villa Rica, GA 30180 • United States
2900 Peachtree Rd Nw, Ste 100-A, Atlanta, GA 30305 • United States
1060 E Piedmont Road, Marietta, GA 30062 • United States
3440 Camp Creek Pkwy Ste 1110, East Point, GA 30344 • United States
1775 Mars Hill Rd, Acworth, GA 30101 • United States
3642 Flakes Mill Road, Suite 309, Decatur, GA 30034 • United States
1740 Powder Springs Rd Sw, Marietta, GA 30064 • United States
7145 Highway 85, Riverdale, GA 30274 • United States
125 Ernest Barrett Pkwy Nw., Bldg 2 Ste 201, Marietta, GA 30066 • United States
2719 W. Hwy 54, Peachtree City, GA 30269 • United States
2772 Cobb Pkwy, Kennesaw, GA 30152 • United States
2615 Dallas Hwy, Marietta, GA 30064 • United States
2989 Delk Rd Se, Marietta, GA 30067 • United States
4550 Jonesboro Rd, Ste 30, Union City, GA 30291 • United States
2183 Hwy 20 Se, Conyers, GA 30013 • United States
1088 Johnson Ferry Rd, Marietta, GA 30068 • United States
4490 Wade Green Rd Nw, Kennesaw, GA 30144 • United States
2079 South Hairston Road Suites F & G, Decatur, GA 30035 • United States
3030 Headland Dr Sw, Ste A, Atlanta, GA 30311 • United States
1175 Bullsboro Rd, Newnan, GA 30265 • United States
3350 Cobb Pkwy Nw, Acworth, GA 30101 • United States
2782 Candler Rd, Ste 25, Decatur, GA 30034 • United States
849 Cleveland Ave Sw, Atlanta, GA 30315 • United States
4971 Bill Gardner Pkwy, Locust Grove, GA 30248 • United States
820 Glynn St S, Fayetteville, GA 30214 • United States
5218 Jimmy Lee Smith Pkwy. Ste #111, Hiram, GA 30141 • United States
745 Chastain Rd Nw Ste 2000, Kennesaw, GA 30144 • United States
3604 Se Highway 138, Stockbridge, GA 30281 • United States
440 Country Club Dr, Stockbridge, GA 30281 • United States
323 Jonesboro Road, Mcdonough, GA 30253 • United States
3098 Eagle Dr, Woodstock, GA 30189 • United States
5096 Dallas Hwy, Powder Springs, GA 30127 • United States
3424 Peachtree Rd Ne, Floor 06, Atlanta, GA 30326 • United States
9859 Highway 92, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2009 | 06/2021 |
| Bofa Securities, Inc. | Atlanta | GA | 05/2019 | 11/2019 |
| Morgan Stanley | Atlanta | GA | 06/2021 | 10/2022 |
| Bank Of America Corporation | Atlanta | GA | 08/2009 | 06/2021 |
| Morgan Stanley | Atlanta | GA | 06/2021 | 10/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 11/2022 | Present |
| Minto Holdings, Llc | Roswell | GA | 08/2023 | Present |
Entity Name: Minto Holdings, LLC Investment related: No "Address: 300 Colonial Center Pkwy Roswell, GA 30076" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/15/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Entity formed to buy real estate holdings. This entity is not similar to my JPMC role and there is no connection to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-25 |
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