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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2025-01-21 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
909 East Park Avenue Suite D-1, Tallahassee, FL 32301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville, | FL | 06/2020 | 08/2022 |
| Georgia Beer Co | Valdosta | GA | 09/2019 | 06/2020 |
| Gtfo Moving Company | Valdosta, | GA | 04/2019 | 07/2019 |
| Full Time Education | Valdosta | GA | 08/2014 | 07/2019 |
| Waller Heating And Air | Valdosta | GA | 06/2018 | 08/2018 |
| Woodstack Barbeque | Valdosta, | GA | 09/2017 | 04/2018 |
| Zaxbys | Valdosta, | GA | 05/2016 | 08/2017 |
| Charles Schwab & Co, Inc | Tallahassee | FL | 01/2025 | Present |
| Fidelity Investments | Jacksonville | FL | 08/2022 | 01/2023 |
| Fidelity Investments | Altamonte Springs | FL | 01/2023 | 12/2024 |
| Charles Schwab Bank, Ssb | Tallahassee | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-19 |
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