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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Fayetteville | GA | 01/2012 | Present |
Mitchell Masterpieces | Start Date 05/17/2021 | Arts | Owner | This will be my minor son's business to sell his artwork. Since he is a minor, I will simply be one of the owners listed on the business so we can have a bank account in the business name. I will not perform any of the business activities. 2) The Forest School | Assisting with financial literacy curriculum | No real responsibilities. I am simply assisting a local school in developing a financial literacy curriculum for their elementary, middle, and high school students | Less than 20 hrs monthly | no business during trading hrs. 3) Fayette County Education Foundation|Investment Related:No|205 LaFayette Avenue;Fayetteville;GA;30214;United States|Education|Community Board Member|2025-08-13|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.2|Attend meetings, participate in committees, assist with strategic planning, and act as ambassador for the organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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