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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
| MD | RA | APPROVED | 2024-01-04 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irongate Partners, Inc. | Wilmington | NC | 06/2012 | 11/2016 |
| Capital Investment Group, Inc. | Wilmington | NC | 07/2012 | 11/2018 |
| Capital Investment Advisory Services, Llc | Wilmington | NC | 01/2017 | 11/2018 |
| Massmutual Life Insurance Co | Wilmington | NC | 11/2018 | 02/2022 |
| Mml Investors Services, Llc | Wilmington | NC | 11/2018 | 02/2022 |
| Truist Life Insurance Services | Harrisburg | PA | 05/2022 | 02/2023 |
| P.J. Robb Variable Corp. | Wilmington | NC | 06/2022 | 02/2023 |
| Charles Schwab Bank Ssb | Bethesda | MD | 07/2023 | Present |
| Charles Schwab & Co., Inc | Bethesda | MD | 07/2023 | Present |
| Unemployed | Wilmington | NC | 03/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-03 |
| S66 | Uniform Combined State Law Examination | 2003-08-15 |
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