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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bofa Securities, Inc. | Atlanta | GA | 05/2018 | 10/2022 |
| Fifth Third Bank | Atlanta | GA | 02/2015 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2024 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 08/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2022 | 08/2024 |
Entity Name: Atlanta Music Project (AMP) Investment related: No "Address: 883 Dill Ave SW Atlanta, GA 30310 atlantamusicproject.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: AMP provides music training and performance opportunities to youth in under-resourced communities. I am a member of the Board of Directors and have been since late 2023/early 2024. I do not serve on any committees at this time. For profit or not for profit: Non-Profit Organization Name of outside business organization: Center for Puppetry Arts Investment related: N Address of business: 1404 Spring St. NW Atlanta, Georgia Nature of business: Charitable Organization, Position, title, association: Advisory Board member Start date of relationship: 7/2/2007 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The Center for Puppetry Arts is a non-profit focused on puppet theater. I have served on the Board of Directors or Advisory Board since 2007. As of 2024, I am on the Advisory Board. For profit or not for profit: Non-Profit Organization Name of outside business organization: Wieuca Road Baptist Church (n/k/a Church at Wieuca) Investment related: N Address of business: 3626 Peachtree Rd NE Atlanta, Georgia Nature of business: Charitable Organization, Position, title, association: Committee Member, Sit on various committees Start date of relationship: 10/5/2020 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: As of 2024, I am not currently serving on any committees but anticipate I may do so in the future. For profit or not for profit: Non-Profit Organization Name of outside business organization: Atlanta Music Project (AMP) Investment related: N Address of business: 883 Dill Ave. SW Atlanta, Georgia Nature of business: Charitable Organization, Position, title, association: Board member Start date of relationship: Late 2023/early 2024 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: AMP is a non-profit focused on music training and performance opportunities supporting youth growth and development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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