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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-25 |
Branch Locations
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Palm Beach Gardens | FL | 07/2012 | 11/2017 |
| Jp Morgan Securities Llc | Wellington | FL | 11/2017 | 06/2023 |
| Seek First Consulting Group | Palm Beach Gardens | FL | 01/2014 | 06/2023 |
| Merrill Lynch, Pierce Fenner & Smith Incorporated | Palm Beach Gardens | FL | 07/2012 | 11/2017 |
| Ameriprise Financial Services, Llc | Jupiter | FL | 06/2023 | 07/2025 |
| Charles Schwab & Co., Inc | Palm Beach Gardens | FL | 07/2025 | Present |
| Charles Schwab Bank | Palm Beach Gardens | FL | 07/2025 | Present |
1) Seek First Media LLC | Investment Related:No||Other|Owner|2024-12-06|Less than 20|0|Host and Producer for The Godfident Man Podcast and Small Business BIG GOD Youtube channel. The Godfident Man Podcast is recorded in an interview style format where I discuss what it means to be a man of faith in today's world. Guests included Pastors and Ministry Partners. Discussions will be focused on Fatherhood, Marriage, and Leadership. Podcast will be an audio format and include a YouTube channel. Small Business BIG GOD is a faith-based Youtube channel featuring Christian views around faith in the marketplace. It will include stories of people in business making a difference in the lives of others and teachings focused on biblical principles for doing business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2004-07-29 |
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