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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
Branch Locations
2403 Se 17Th Street Suite 401, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Ocala | FL | 07/2019 | 06/2021 |
| J.P. Morgan Securities, Llc | Ocala | FL | 07/2019 | 06/2021 |
| The Mortgage Firm | The Villages | FL | 01/2018 | 08/2018 |
| Chase Mortgage | Ocala | FL | 09/2018 | 07/2019 |
| Jfdr Investments, Llc. | Ocala | FL | 08/2012 | 09/2018 |
| Wells Fargo Mortgage | Ocala | FL | 05/2011 | 01/2018 |
| Equitable Advisors, Llc | New York | NY | 05/2024 | Present |
| Blackston Financial Group | The Villages | FL | 02/2024 | 05/2024 |
| Grant Mcmahon | Ocala | FL | 05/2024 | Present |
| Rising Sun Home Care, Llc | Ocala | FL | 09/2023 | Present |
| Lord And Shelton Mortgage Solutions Llc | Ocala | FL | 06/2021 | 03/2024 |
1- Grant McMahon - Financial Services. Registered Sales assistant, 2403 SE 17th St #401 Ocala, FL 34471, 05/08/2024; 2- Rising Sun Home Care, LLC - Managing member - Assisted Living/Home Care, 09/18/2023, 30HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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