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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Montgomery | AL | 03/2023 | 08/2023 |
| Wells Fargo Bank, Na | Montgomery | AL | 01/2022 | 08/2024 |
| Heartland Financial | Montgomery | AL | 11/2021 | 01/2022 |
| Woodforest National Bank | Montgomery | AL | 10/2020 | 01/2021 |
| Perspecta | Montgomery | AL | 04/2020 | 10/2020 |
| Sykes Inc (Bank Of America) | Montgomery | AL | 03/2019 | 11/2019 |
| Piggly Wiggly | Union Springs | AL | 12/2015 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Montgomery | AL | 01/2022 | 08/2024 |
| Express Employment | Montgomery | AL | 04/2021 | 10/2021 |
| Dexian Disys | Montgomery | AL | 01/2021 | 02/2021 |
| Startek | Montgomery | AL | 04/2021 | 07/2021 |
| Netsource, Inc | Montgomery | AL | 07/2020 | 10/2020 |
| Gc Services/Intelogix | Montgomery | AL | 05/2020 | 06/2020 |
| Southeastern Grocers/Winn Dixie | Union Springs | AL | 09/2017 | 11/2017 |
| Cpb Foods, Llc/Golden Corral | Union Springs | AL | 08/2017 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | Auburn | AL | 08/2024 | Present |
| J.P. Morgan Securities Llc | Auburn | AL | 08/2024 | Present |
| Homemaker | Montgomery | AL | 12/2019 | 03/2020 |
| Homemaker | Montgomery | AL | 03/2021 | 03/2021 |
| Aerotek | Montgomery | AL | 04/2021 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-16 |
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