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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Atlanta | GA | 11/2010 | 08/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2022 |
| Kestra Investment Services, Llc | Alpharetta | GA | 09/2022 | 03/2023 |
| Kestra Advisory Services Inc | Alpharetta | GA | 09/2022 | 03/2023 |
| Empower Financial Services, Inc | Roswell | GA | 05/2024 | 01/2025 |
| Unemployed | Roswell | GA | 04/2023 | 04/2024 |
| Charles Schwab & Co., Inc. | Sandy Springs | GA | 02/2025 | Present |
| Charles Schwab Bank | Sandy Springs | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
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