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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-12 |
Branch Locations
1105 Hammond Drive, Sandy Springs, GA 30328 • United States
5150 Peachtree Parkway Suite 200, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Atlanta | GA | 10/2014 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Atlanta | GA | 07/2018 | 05/2021 |
| Joc Construction | Atlanta | GA | 05/2021 | 04/2024 |
| Jimmy Johns | Peachtree Corners | GA | 04/2024 | 07/2025 |
| Charles Schwab & Co., Inc. | Peachtree Corners | GA | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Peachtree Corners | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-03 |
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