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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| GA | RA | APPROVED | 2024-10-24 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Oralndo | FL | 04/2012 | 07/2020 |
| R W Advertising Llc | Tampa | FL | 02/2010 | 10/2023 |
| Schwab Private Client Investment Advisory, Inc | Orlando | FL | 02/2015 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 08/2020 | 09/2024 |
| J.P. Morgan Securities Llc | Orlando | FL | 08/2020 | 09/2024 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 09/2024 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2024 | Present |
1) Third Mainland Holdings, LLC. | Investment Related:No|Other|Member / Registered Agent|10/11/2024|Less than 20|0|As the primary member, I will be responsible for managing the entity's business activity in line with the LLC's business objective.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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