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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-16 |
| GA | RA | APPROVED | 2024-04-11 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-11 |
| FL | RA | APPROVED | 2024-04-09 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
7077 Bonneval Rd Suite 103, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Savannah | GA | 04/2011 | 04/2024 |
| Charles Schwab Bank, Ssb | Savannah | GA | 10/2014 | 04/2024 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | Present |
| Capital Analysts | Fort Washington | PA | 04/2024 | Present |
CAPITAL ANALYSTS OF JACKSONVILLE POSITION: Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/08/2024 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: Sales CAPITAL ANALYSTS OF JACKSONVILLE - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/08/2024 ADDRESS: 7077 Bonneval Road, Suite 103, Jacksonville FL 32216, United States DESCRIPTION: Sales GATEWAY CHURCH POSITION: finance committee member NATURE: Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2025 ADDRESS: 1702 Pine Barren Rd, Bloomingdale GA 31302, United States DESCRIPTION: I do not have any role handling funds / treasury / bill payment, etc. I attend a quarterly meeting to discuss the church's finances and upcoming projects / issues. Build Together Position: President and CEO Nature: Non-profit Investment Related: No Hours: 20 Securities Trading Hours: 5 Start Date: 9/30/2026 Address: 167 Clover Point Circle Guyton, GA 31312 Description: Coordinate board meetings, meetings with community leaders and partners, collect donated un-opened Lego brick sets to bring to others in need via partners, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-08 |
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