Dillon Tate Pollack

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-03-24
AL	RA	APPROVED	2026-03-23
TX	RA	APPROVED	2026-03-23
VT	RA	APPROVED	2026-03-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Primerica Financial Services	Duluth	GA	02/2018	12/2018
Taco Mac	Suwanee	GA	11/2018	11/2019
Starbucks	Suwanne	GA	03/2014	12/2017
Mellow Mushroom	Alpharetta	GA	08/2017	08/2017
Pfs Investments Inc	Duluth	GA	01/2018	12/2018
Jpmorgan Securities Llc	Atlanta	GA	10/2019	03/2026
Taco Mac Restaurant	Suwanee	GA	10/2017	04/2018
Jp Morgan Chase Bank, N.A.	Atlanta	GA	09/2019	03/2026
Tiaa	Atlanta	GA	03/2026	Present
Tiaa-Cref Individual & Institutional Services, Llc	Atlanta	GA	03/2026	Present

02/2018 → 12/2018

Primerica Financial Services

Duluth, GA
11/2018 → 11/2019

Taco Mac

Suwanee, GA
03/2014 → 12/2017

Starbucks

Suwanne, GA
08/2017 → 08/2017

Mellow Mushroom

Alpharetta, GA
01/2018 → 12/2018

Pfs Investments Inc

Duluth, GA
10/2019 → 03/2026

Jpmorgan Securities Llc

Atlanta, GA
10/2017 → 04/2018

Taco Mac Restaurant

Suwanee, GA
09/2019 → 03/2026

Jp Morgan Chase Bank, N.A.

Atlanta, GA
03/2026 → Present

Tiaa

Atlanta, GA
03/2026 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-30
S63	Uniform Securities Agent State Law Examination	2019-12-19