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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheetz | Wilson | NC | 09/2017 | 09/2019 |
| Local Edge | Wilson | NC | 06/2017 | 09/2017 |
| Wells Fargo Bank, Na | Wilson | NC | 08/2016 | 05/2017 |
| Equitable Advisors, Llc/Axa Advisors Llc | New York | NY | 10/2017 | 06/2018 |
| Wells Fargo Bank, Na | Knightdale | NC | 08/2019 | 05/2025 |
| State Farm Insurance Agency | Wilson | NC | 05/2025 | 07/2025 |
| At&T Mobility Services Llc | Garner | NC | 04/2018 | 04/2018 |
| J.P. Morgan Securities Llc | Raleigh | NC | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Raleigh | NC | 08/2025 | Present |
| Camrez, Llc | Zebulon | NC | 01/2021 | 08/2026 |
| Equitable Financial Life Insurance | New York | NY | 01/2018 | 06/2018 |
Entity Name: DoorDash Investment related: No "Address: 303 2nd Street, San Francisco, CA 94107 Doordash.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 12/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Food Delivery Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-25 |
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