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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2025-09-04 |
| GA | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 11/2016 | 02/2018 |
| Wells Fargo Bank, N.A. | Charleston | SC | 03/2015 | 10/2016 |
| Bank Of America, N.A. | Charleston | SC | 07/2017 | 02/2018 |
| Pnc Investments, Llc | Charlotte | NC | 03/2018 | 09/2018 |
| Pnc Investments | Charlotte | NC | 09/2018 | 11/2018 |
| Pnc Investments | Charlotte | NC | 11/2018 | 04/2020 |
| Pnc Investments | Charlotte | NC | 04/2020 | 09/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 09/2021 | 07/2025 |
| Full Time Education | Omaha | NE | 01/2016 | 05/2021 |
| Schwab Wealth Advisory, Inc. | Columbia | SC | 07/2025 | Present |
| Charles Schwab & Co., Inc. | Columbia | SC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-31 |
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