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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-24 |
Branch Locations
11108 West Broad Street, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Top Golf | Ashburn | VA | 01/2017 | 07/2017 |
| Lifetime Wealth Management | Ashburn | VA | 05/2018 | 11/2019 |
| Covert Surveillance And Investigations | Roundhill | VA | 11/2019 | 05/2020 |
| Lifetime Wealth Managment | Detroit | MI | 06/2020 | 11/2022 |
| Cambridge Investment Research | Fairfield | IA | 09/2020 | 11/2022 |
| College Student | Fairfax | VA | 08/2014 | 05/2019 |
| Fidelity Investments | Woodmere | OH | 11/2022 | 09/2025 |
| Rocket Mortgage | Detroit | MI | 04/2022 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Glen Allen | VA | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Glen Allen | VA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-15 |
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