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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
2845 Old Milton Pkwy, Alpharetta, GA 30009 • United States
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Douglasville | GA | 09/2014 | 05/2018 |
| E*Trade Financial Corp | Alpharetta | GA | 04/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 09/2022 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2022 | 04/2023 |
| Morgan Stanley | Alpharetta | GA | 09/2018 | 05/2022 |
| Lockton | Atlanta | GA | 06/2022 | 09/2022 |
| Unemployed | Atlanta | GA | 06/2018 | 08/2018 |
| E*Trade Capital Management, Llc | Alpharetta | GA | 06/2020 | 05/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2018 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2024 | 03/2025 |
| Oxblue | Atlanta | GA | 04/2023 | 05/2024 |
| Bank Of America, N.A. | Atlanta | GA | 07/2024 | 03/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 03/2025 | Present |
| Charles Schwab Bank | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-05 |
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