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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Cleveland | OH | 10/2023 | 03/2025 |
| Pnc Bank | Cary | NC | 09/2022 | 10/2023 |
| Nc State Employees Credit Union | Raleigh | NC | 05/2021 | 09/2022 |
| Sharp Details | Savannah | GA | 08/2016 | 03/2020 |
| Landmark Aviation/Signature Flight Support | Atlantic City | NJ | 02/2014 | 09/2016 |
| Western Governors University | Apex | NC | 11/2020 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Cary | NC | 03/2025 | Present |
| J.P. Morgan Securities Llc | Cary | NC | 03/2025 | Present |
| Unemployed | Apex | NC | 05/2020 | 11/2020 |
| Unemployed | Guyton | GA | 03/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-27 |
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