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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-16 |
Branch Locations
408 Pinnacle Pkwy Unit 141, Bristol, TN 37620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2015 | 09/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2015 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 12/2019 |
| Lpl Financial, Llc | Richlands | VA | 12/2019 | 09/2025 |
| Charles Schwab & Co., Inc. | Kingsport | TN | 09/2025 | Present |
Virginia Council of Economic Education|Investment Related:No|301 W Main St;Richmond;VA;23284;USA|Nonprofit Charitable Organizations|Board Member|2020-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Assist executive director and other board members in crafting policy and procedures to educate students and teachers in Virginia on financial literacy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
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