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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-06-01 |
| TX | RA | APPROVED_RES | 2018-05-08 |
Branch Locations
3372 Peachtree Rd Ne Ste 110, Atlanta, GA 30326 • United States
1215 Caroline St Ne, Bldg H, Atlanta, GA 30307 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Lithonia | GA | 10/2015 | 05/2018 |
| Waddell & Reed, Inc | Atlanta | GA | 10/2015 | 05/2018 |
| Tbk Baldwin Enterprises, Inc | Lithonia | GA | 07/2017 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 05/2018 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 05/2018 | Present |
Entity Name: TBK Enterprises LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property owned by an LLC. I am the only owner of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-24 |
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