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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-10 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sawtell Pool Services | Jupiter | FL | 05/2020 | 10/2020 |
| Zeta Tau Alpha Fraternity | Tallahassee | FL | 08/2019 | 04/2020 |
| Office Of Congress Brian Ma | Washington | DC | 05/2019 | 08/2019 |
| Broadneck Grill Edgewater | Edgewater | MD | 05/2018 | 07/2018 |
| 3 Natives Tallahassee | Tallahassee | FL | 05/2018 | 11/2018 |
| Charles Schwab & Co., Inc | Tyson Corner | VA | 02/2021 | Present |
| Florida State University | Tallahassee | FL | 06/2016 | 03/2021 |
| Charles Schwab Bank, Ssb | Tyson Corner | VA | 05/2022 | Present |
| Td Ameritrade, Inc | Tyson Corner | VA | 12/2022 | 06/2024 |
1) Florida State Alumni Association of Greater DC Area | Investment Related:No|Nonprofit Charitable Organizations|Board Member|7/19/2023|Less than 20|0|Attend/Setup Social Functions such as football watch parties, alumni cocktail hours, and professional mixers. Community Service w/ organization for charity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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