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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-18 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Greenville | SC | 05/2020 | 08/2022 |
| W&S Brokerage Services | Cincinnati | OH | 06/2020 | 08/2022 |
| Pinnate Hospitality | Spartanburg | SC | 10/2019 | 03/2020 |
| Unemployed | Spartanburg | SC | 07/2019 | 09/2019 |
| Saastopankki | Lieto | 04/2017 | 06/2019 | |
| Texas Instrument | Freising | 08/2016 | 02/2017 | |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2022 | 01/2026 |
| Charles Schwab & Co., Inc. | Greenville | SC | 02/2026 | Present |
| Charles Schwab Bank, Ssb | Greenville | SC | 02/2026 | Present |
I am a board member of The Barbara Stone Foundation (PO Box 26567 Greenville, SC 29616). It is a charity working towards bettering the lives of people with disabilities in the upstate area. The foundation is a 501(c)(3) non-profit organization. I spend approximately 1-2 hours per month working with the charity. The work I do at the foundation is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-18 |
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