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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 07/2026 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 07/2026 | Present |
| Barings Llc | Charlotte | NC | 04/2025 | 06/2026 |
| Merrill Lynch - Bank Of America | Charlotte | NC | 05/2022 | 03/2025 |
| Emerald Youth Foundation | Knoxville | TN | 08/2021 | 05/2022 |
| Maryville College | Maryville | TN | 08/2018 | 05/2022 |
| Harris Teeter | Charlotte | NC | 04/2020 | 01/2022 |
| Ymca | Charlotte | NC | 05/2020 | 08/2020 |
| Ymca | Charlotte | NC | 05/2019 | 08/2019 |
| Unemployed | Waxhaw | NC | 07/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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