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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-11 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2026 | Present |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2026 | Present |
| Montag Wealth Management | Atlanta | GA | 08/2025 | 07/2026 |
| Random Rock Consulting Group | Atlanta | GA | 01/2025 | 07/2025 |
| Green Dot Health | Atlanta | GA | 09/2024 | 01/2025 |
| Bny Mellon Wealth Management | Atlanta | GA | 03/2021 | 09/2024 |
| Gutt Finacial Management | Atlanta | GA | 07/2014 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-11 |
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