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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-19 |
Branch Locations
303 Peachtree Street 15Th Floor, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 06/2019 | 11/2019 |
| Davenport & Company Llc | Richmond | VA | 06/2017 | 07/2017 |
| The Iron Horse (Ih Acquisitions Llc) | Ashland | VA | 09/2016 | 07/2017 |
| Randolph Macon Biology Lab | Ashland | VA | 09/2015 | 09/2016 |
| Pickens Country Club | Pickens | SC | 01/2018 | 05/2019 |
| The Cliffs At Keowee Vineyards | Travelers Rest | SC | 05/2018 | 07/2018 |
| E*Trade Securities Llc | Alpharetta | GA | 11/2019 | 02/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2021 | 09/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 09/2022 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2022 | 02/2024 |
| Clemson University | Clemson | SC | 08/2017 | 05/2019 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
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