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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-22 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Surfside | FL | 09/2018 | 08/2020 |
| Jpmorgan Chase Bank, N.A. | Surfside | FL | 05/2018 | 09/2018 |
| Doc B's Fresh Kitchen | Coral Gables | FL | 03/2018 | 11/2018 |
| Unemployed | Lebanon | PA | 12/2017 | 02/2018 |
| Centric Business Systems | Malvern | PA | 06/2017 | 11/2017 |
| Ruby Tuesday's | Lancaster | PA | 07/2015 | 05/2017 |
| Millersville University | Lancaster | PA | 08/2013 | 06/2017 |
| Perimark, Llc | Miami | FL | 06/2019 | 12/2020 |
| Newbridge Securities Corporation | Boca Raton | FL | 12/2020 | 03/2022 |
| Newbridge Financial Services Group, Inc | Boca Raton | FL | 12/2020 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 09/2022 | 09/2024 |
| Unemployed | Boca Raton | FL | 03/2022 | 09/2022 |
| Woolbright Development Inc | Boca Raton | FL | 03/2022 | 04/2022 |
| Residential Home Funding | Fort Luaderdale | FL | 08/2020 | 02/2021 |
| Charles Schwab & Co., Inc | Atlanta | GA | 09/2024 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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