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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| GA | RA | APPROVED | 2025-06-09 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2010 | 11/2024 |
| Bank Of America, N.A. | Atlanta | GA | 07/2011 | 11/2024 |
| Charles Schwab & Co., Inc | Atlanta | GA | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Atlanta | GA | 10/2024 | 06/2025 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 06/2025 | Present |
eBay and Mercari|Investment Related:No|Retail|Sales|2025-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Selling of personal items on eBay and Mercari
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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