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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-25 |
Branch Locations
1 W Court Sq [West Court], Decatur, GA 30030 • United States
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 04/2022 | 01/2023 |
| Suntrust Bank | Atlanta | GA | 01/2017 | 08/2019 |
| Best Bank | Duluth | GA | 02/2016 | 01/2017 |
| Bank Of America, N.A. | Atlanta | GA | 10/2019 | 01/2023 |
| J.P. Morgan Securities Llc | Atlanta | GA | 01/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 01/2023 | 03/2025 |
| Lyft | San Francisco | CA | 12/2016 | 04/2024 |
| Truist | Atlanta | GA | 01/2017 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Cummng | GA | 03/2025 | Present |
UBER; NOT INV RELATED; SAN FRANCISCO, CA; DRIVER; 08/2016; 10 HOUR PER MONTH; 0 DURING TRADING; RIDESHARE LYFT; NOT INV RELATED;SAN FRANCISCO,CA; RIDESHARE; DRIVER; START DATE: 05/02/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING; EMPOWER - DRIVER; NOT INV RELATED;MCLEAN,VA; RIDESHARE; DRIVER; START DATE: 08/11/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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