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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| GA | RA | APPROVED | 2025-11-20 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Purchase | NY | 09/2013 | 03/2017 |
| Self Employed | Old Greenwich | CT | 03/2017 | 10/2020 |
| Fidelity | Atlanta | GA | 10/2020 | 10/2025 |
| Fidelity Investments | Atlanta | GA | 03/2025 | 10/2025 |
| Charles Schwab | Atlanta | GA | 10/2025 | Present |
| Schwab Wealth Advisory, Inc | Atlanta | GA | 10/2025 | Present |
1) Arcis | Investment Related:No||Retail|Owner|2025-08-27|Less than 20|0|Product development, marketing, general management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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