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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED | 2020-01-04 |
| FL | RA | APPROVED | 2018-08-02 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price Investment Services Inc | Tampa | FL | 05/2008 | 07/2018 |
| Charles Schwab & Co., Inc. | Greenville | SC | 07/2018 | Present |
| Charles Schwab Bank Ssb | Greenville | SC | 07/2018 | Present |
Prisma Health Cancer Advancement Council|Investment Related:No|300 E. McBee Ave., Suite 401;Greenville;SC;29601;USA|Nonprofit Charitable Organizations|Council Member|2025-03-18|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Attending meetings to learn about clinical trials and advanced treatments that Prisma is working on to help fight cancer. Attending committee meetings that occur once per month for 2 hours, including travel. Participating in 2 key fundraising events each year dragon boat festival and donor appreciation gala. Also, volunteering for patient support as needed based on my availability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-18 |
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