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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-31 |
| OH | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Marietta | GA | 10/2022 | 06/2023 |
| Wells Fargo Bank, Na | Marietta | GA | 12/2017 | 06/2023 |
| Lidl Us, Llc | Mableton | GA | 12/2018 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2023 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2023 | Present |
| Unemployed | Mableton | GA | 05/2016 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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