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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| GA | RA | APPROVED | 2025-09-11 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2017 | 08/2018 |
| Unemployed | Atlanta | GA | 06/2016 | 05/2017 |
| Bank Of America, N.A. | Atlanta | GA | 08/2017 | 08/2018 |
| Bb&T Securities, Llc. | Richmond | VA | 08/2018 | 02/2021 |
| Bb&T Bank | Atlanta | GA | 08/2018 | 01/2019 |
| Bb&T | Atlanta | GA | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 05/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2023 | 09/2024 |
| Fpf Advisors Llc | Oldsmar | FL | 09/2024 | 08/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 08/2025 | Present |
| Schwab Wealth Advisory, Inc | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-07 |
| S66 | Uniform Combined State Law Examination | 2017-06-23 |
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