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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED_RES | 2024-10-09 |
| GA | RA | APPROVED | 2024-09-06 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2016 | 02/2021 |
| Advisors Lif & Consulting | Atlanta | GA | 07/2015 | 11/2016 |
| Mattress Firm | Smyrna | GA | 10/2016 | 01/2017 |
| Suntrust Advisory Services, Llc | Atlanta | GA | 11/2016 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 08/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2024 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 08/2024 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 08/2024 | Present |
1) Rental property | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|8/1/2025|Varies|0|renting my home and providing continual maintenance of the home as the landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-07 |
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