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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-12 |
Branch Locations
1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New York Mellon | Atlanta | GA | 04/2010 | 10/2019 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 10/2019 | Present |
| Jpmorgan Securities Llc | Atlanta | GA | 10/2019 | Present |
| Jpmorgan Chase Bank Na | Nashville | TN | 12/2019 | Present |
| Jpmorgan Securities Llc | Nashville | TN | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
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