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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2024-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aviance Capital Management, Llc | Sarasota | FL | 09/2013 | 05/2019 |
| Thinkbetter, Llc | Sarasota | FL | 06/2019 | 01/2020 |
| The Q Consulting Group, Llc | Sarasota | FL | 06/2019 | 01/2020 |
| Robert W. Baird & Co. Incorporated | Sarasota | FL | 01/2020 | 01/2024 |
| J.P. Morgan Securities Llc | Sarasota | FL | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Sarasota | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
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