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Account
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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-15 |
Branch Locations
11 West 42Nd Street, New York, NY 10036 • United States
53 State St 28Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Capital Securities, Llc | New York | NY | 12/2017 | 07/2018 |
| Sugar Warehouse | New York | NY | 11/2013 | 12/2017 |
| Sugar Warehouse | New York | NY | 07/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2018 | 05/2026 |
| J.P. Morgan Securities Llc | New York | NY | 07/2018 | 05/2026 |
| First Citizens Investor Services | Raleigh | NC | 06/2026 | Present |
| First Citizens Bank | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-17 |
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