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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-28 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 05/2024 |
| Armstrong Garden, Inc. & Pike Nurseries Acq, Llc. | Glendora | CA | 06/2018 | Present |
| Pike Nurseries Acq, Llc. | Duluth | GA | 08/2014 | 07/2019 |
| Exovations Of Atlanta | Cumming | GA | 10/2019 | 01/2020 |
| Morgan Stanley | Alpharetta | GA | 01/2023 | 05/2024 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 05/2024 |
| Fidelity Investments | Alpharetta | GA | 05/2024 | 05/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Atlanta | GA | 07/2025 | Present |
1) Armstrong Garden Centers / Pike Nurseries | Investment Related:No|2200 E Rte 66 #100|Retail|Boardmember|2018-06-01|Less than 20|0|This role is part of a family business that my father was previously involved with, I am now the only member of my family involved in the business Responsibilities as a boardmember include 4 quarterly meetings per calendar year, each lasting ~2 hours. Reviewal and approval operational and sales budgets, discussing overarching business strategy within the retail and wholesale horticulture industry. There is no financial services or investment involvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-01 |
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