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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-27 |
| CA | RA | APPROVED | 2023-02-17 |
| GA | RA | APPROVED | 2022-02-17 |
| PA | RA | APPROVED | 2021-09-29 |
| NJ | RA | APPROVED | 2018-01-25 |
| DC | RA | APPROVED | 2017-10-02 |
| FL | RA | APPROVED | 2017-10-02 |
| NC | RA | APPROVED | 2017-09-27 |
| MD | RA | APPROVED | 2017-09-26 |
| VA | RA | APPROVED | 2017-09-26 |
Branch Locations
1200 G. St Nw Suite 844, Washington, DC 20005 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Washington | DC | 04/2005 | 08/2017 |
| Charles Schwab Bank | Washington | DC | 04/2005 | 08/2017 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 09/2017 | Present |
1)Platinum Bridge Wealth Strategies;not investment related;selling books and digital products;CEO;9/13/2017;10 hrs/month;0 hrs during trading;selling retirement planning books and digital workbooks 2)The New Greenwood Ave;investment related;2840 Belair Place NE,Washington,DC 20018;investment education;founder;5/14/2019;10 hrs/month;0 hrs during trading;providing investment education
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-06 |
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