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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-24 |
Branch Locations
3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 12/2014 | 07/2018 |
| Morgan Stanley | Atlanta | GA | 07/2018 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conyers | GA | 12/2020 | 04/2022 |
| Merrill Lynch / Bank Of America, N.A. | Conyers | GA | 12/2020 | 04/2022 |
| Morgan Stanley | Atlanta | GA | 07/2018 | 12/2020 |
| E*Trade Financial | Alpharetta | GA | 12/2014 | 07/2018 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 04/2022 | 11/2023 |
| Jp Morgan Securities, Llc | Atlanta | GA | 04/2022 | 11/2023 |
| Tiaa | Atlanta | GA | 12/2023 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 12/2023 | 09/2024 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2024 | Present |
| Schwab Wealth Advisory Inc | Atlanta | GA | 09/2024 | Present |
1) E-Clearance LLC|Investment Related: No|Wholesale Trade/Import-Export|Owner|6/16/2023|Less than 20 hour/month - 0 during trading hours|I own this LLC and use Amazon's FBA platform to purchase products at the wholesale level and resale the products at the retail level.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-24 |
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