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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
3424 Peachtree Road Ne, 11Th Floor, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 06/2014 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2014 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2018 | 06/2025 |
| Bank Of America, N.A. | Charlotte | NC | 04/2018 | 06/2025 |
| Wells Fargo Bank | Charlotte | NC | 06/2014 | 03/2018 |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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