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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
1201 Demonbreun St Ste 1280, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 07/2023 | Present |
| J.P. Morgan Securities Llc | Newport Beach | CA | 06/2024 | Present |
| First Republic Bank | Newport Beach | CA | 01/2019 | 07/2023 |
| Bank Of America | Newport Beach | CA | 02/2007 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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