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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Alpharetta | GA | 02/2020 | Present |
| Assemblers Inc | Chattanooga | TN | 07/2019 | 12/2019 |
| Ocmulgee Brewpub | Macon | GA | 05/2018 | 04/2019 |
| Mercer University | Macon | GA | 08/2014 | 05/2019 |
| Unemployed | Peachtree City | GA | 12/2019 | 02/2020 |
| Charles Schwab Bank, Ssb | Alpharetta | GA | 08/2021 | Present |
| Td Ameritrade, Inc. | Alpharetta | GA | 06/2022 | 12/2023 |
| Td Ameritrade Investment Management, Llc | Alpharetta | GA | 06/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
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