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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lcp Institutional | Atlanta | GA | 03/2023 | 11/2024 |
| Cardea Capital | Atlanta | GA | 03/2021 | 02/2023 |
| Lakeview Capital Partners | Atlanta | GA | 09/2018 | 03/2021 |
| Lcg Associates | Atlanta | GA | 02/2017 | 08/2018 |
| Mississippi State University | Starkville | MS | 08/2012 | 12/2016 |
| Segal Rogerscasey | Atlanta | GA | 05/2015 | 12/2016 |
| Unemployed | Marietta | GA | 01/2017 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | New Orleans | LA | 11/2024 | Present |
| J.P. Morgan Securities Llc | New Orleans | LA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-08 |
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