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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-04 |
| NY | RA | APPROVED | 2026-05-01 |
Branch Locations
270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 04/2026 | Present |
| Unemployed | New York | NY | 02/2026 | 03/2026 |
| Permcap Investment Office | New York | NY | 11/2024 | 01/2026 |
| Permcap Investment Office | New York | NY | 03/2023 | 11/2024 |
| The Citadel Military College | Charleston | SC | 08/2019 | 05/2023 |
| Northwestern Mutual | Columbia | SC | 05/2022 | 12/2022 |
| Forest Lake Club | Columbia | SC | 06/2021 | 02/2022 |
| Gild Group | Charleston | SC | 05/2021 | 08/2021 |
| Unemployed | Columbia | SC | 03/2018 | 07/2019 |
| Publix | Columbia | SC | 01/2018 | 02/2018 |
| Publix | Easley | SC | 01/2017 | 01/2018 |
| Unemployed | Easley | SC | 04/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
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