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Account
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-22 |
Branch Locations
200 East 79Th Street, New York City, NY 10075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 08/2020 | 10/2021 |
| University Of Georgia | Athens | GA | 08/2015 | 07/2020 |
| Full Time Education | Athens | GA | 08/2013 | 07/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 10/2020 | 10/2021 |
| E*Trade Securities Llc | New York | NY | 10/2021 | 07/2023 |
| E*Trade Capital Management Llc | New York | NY | 10/2021 | 07/2023 |
| Morgan Stanley | New York | NY | 03/2023 | 07/2023 |
| Fidelity Investments | New York City | NY | 07/2023 | 12/2025 |
| Fidelity Investments | New York | NY | 03/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | New York City | NY | 01/2026 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
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