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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-10-01 |
| TX | RA | APPROVED | 2018-09-19 |
Branch Locations
296 W Broad St, Ste 1, Athens, GA 30601 • United States
3555 Braselton Hwy, Dacula, GA 30019 • United States
535 Dacula Rd, Dacula, GA 30019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Atlanta | GA | 10/2010 | 10/2016 |
| Pruco Securities Llc | Atlanta | GA | 10/2010 | 10/2016 |
| Bank Of America, N.A. | Buford | GA | 10/2016 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buford | GA | 10/2016 | 09/2018 |
| J.P. Morgan Securities Llc | Dacula | GA | 09/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Dacula | GA | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-14 |
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