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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-17 |
| GA | RA | APPROVED | 2020-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 07/2013 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2020 | Present |
| Bank Of America, N.A | Atlanta | GA | 01/2020 | Present |
I*811345, Entity Type: Entity For Profit, Name of OBA: JP, Address: Atlanta, Georgia 30345, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 04/22/2022, No Hours: 0, No Hours during trading: 0, Duties: Homeowner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
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