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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-05-28 |
Branch Locations
303 Peachtree St Ne 15Th Floor, Atlanta, GA 30308 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2016 | 12/2020 |
| Jpmorgan Securities Llc | Chicago | IL | 08/2016 | 12/2020 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 12/2020 | 05/2021 |
| Jpmorgan Securities Llc | Atlanta | GA | 12/2020 | 05/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 05/2021 | Present |
TRINITY EARLY LEARNING CENTER POSITION: Fundraising Chair NATURE: Education / childcare INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: Atlanta GA, United States DESCRIPTION: Responsible for fundraising and event planning for Trinity Early Learning Center - a daycare/preschool.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-07 |
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