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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-09 |
Branch Locations
1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olive Garden | Wilkesboro | NC | 01/2016 | 05/2017 |
| Brown & Brown, Inc | Daytona Beach | FL | 06/2018 | 09/2018 |
| Outback Steakhouse | Blowing Rock | NC | 05/2017 | 12/2018 |
| Brown & Brown, Inc | Leesburg | FL | 01/2019 | 11/2019 |
| Outback Steakhouse | Leesburg | FL | 11/2019 | 01/2020 |
| Northwestern Mutual | Charlotte | NC | 12/2019 | 05/2020 |
| Ingles Markets, Inc | Statesville | NC | 05/2020 | 09/2020 |
| Outback Steakhouse | Blowing Rock | NC | 09/2020 | 10/2020 |
| Fidelity Investments | Greenwood Village | CO | 10/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 06/2021 | 05/2022 |
| Fidelity Investments | Greenwood Village | CO | 05/2022 | 08/2023 |
| Fidelity Investments | Fort Collins | CO | 08/2023 | 03/2024 |
| Fidelity Investments | Fort Collins | CO | 04/2024 | 10/2025 |
| Primerica Financial Services | Graham | NC | 08/2014 | 12/2018 |
| Charles Schwab & Co. Inc. | Chestnut Hill | MA | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Chestnut Hill | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-09 |
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