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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-28 |
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 | 03/2016 | 07/2018 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 12/2020 | Present |
| Charles Schwab Bank, Ssb | Atlanta | GA | 12/2020 | 08/2024 |
| Smartpath | Atlanta | GA | 10/2018 | 11/2020 |
| Schwab Wealth Advisory Inc | Atlanta | GA | 08/2024 | Present |
Soccer Coach; United Futbol Academy Metro Atlanta; Start Date: 10/05/2020; Cumming, GA; Assist in developing youth soccer players; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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