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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
600 Travis St Floors 61St & 62Nd, Houston, TX 77002-3009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 01/2026 | Present |
| Ameriprise Financial (Charlton H Lyons Iv - Contractor) | Sandy Springs, Ga | GA | 08/2022 | 01/2026 |
| Ameriprise Financial (Mackelfresh And Associates, Llc) | Sandy Srpings | FL | 04/2018 | 08/2022 |
| Metro Atlanta Sports Officials (Independent Contractor) | Atlanta | GA | 10/2016 | 03/2019 |
| E Trade Financial Corporation | Alpharetta | GA | 10/2016 | 02/2018 |
| Ncaa (Independent Contractor) | Atlanta | GA | 10/2015 | 09/2017 |
| Greater Georgia Sports Official | Atlanta | GA | 08/2013 | 09/2017 |
| Beacon Hill | Alpharetta | GA | 08/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
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