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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 12/2022 | 06/2023 |
| Unemployed | Angier | NC | 03/2022 | 11/2022 |
| First Citizens Bancshares | Raleigh | NC | 01/2015 | 02/2022 |
| J.P. Morgan Securities Llc | Columbia | SC | 06/2023 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Columbia | SC | 06/2023 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Lexington | SC | 07/2023 | Present |
| Wells Fargo Bank, Na | Lexington | SC | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-10 |
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