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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
5252 Peachtree Pkwy, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade | Alpharetta | GA | 08/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2017 | 04/2026 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2017 | 04/2026 |
| J.P. Morgan Securities Llc | Peachtree Corners | GA | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Peachtree Corners | GA | 04/2026 | Present |
| Unemployed | Atlanta | GA | 06/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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