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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-03 |
Branch Locations
10840 Us 15-501 Hwy. Unit D, Southern Pines, NC 28387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provantage Corporate Solutions | Raleigh | NC | 06/2020 | 08/2020 |
| Campbell University Athletics | Buies Creek | NC | 09/2018 | 03/2020 |
| Charles Schwab & Co Inc | Southern Pines | NC | 11/2020 | Present |
| N/A | Clemmons | NC | 02/2012 | 09/2018 |
1) Southern Pines Rotary Club | Investment Related:No|155 S Hill Rd|Aberdeen|NC|28315|USA|Other|Assistant Treasurer|7/1/2022||0|I assist the club in recording transactions in their ledger software. I do not provide investment advice or handle investments, nor do I collect any cash payments or write checks for the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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