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450 Park Ave Ste 2700, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 04/2016 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 03/2018 | 08/2019 |
| J.P. Morgan Securities Llc | Dallas | TX | 03/2018 | 08/2019 |
| Brookmont Capital Management | Dallas | TX | 08/2019 | 07/2025 |
| Maytech Global Investments, Llc | San Francisco | CA | 07/2025 | Present |
| Foreside Financial Services, Llc | San Francisco | CA | 08/2026 | Present |
MayTech Global Investments, LLC; Investment Related; Sales; San Francisco, CA; Regional Manager; Wholesaler soliciting/marketing for MayTech securities; 230 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-19 |
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