Joseph Timothy Montgomery

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-01-17
TX	RA	APPROVED	2023-01-09

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
North Carolina Agricultural & Technical State University	Greensboro	NC	08/2016	05/2021
Fedex	Kernersville	NC	08/2020	04/2021
Nc A&T Su Health Center	Greensboro	NC	08/2018	10/2021
Lincoln Financial	Greensboro	NC	06/2021	10/2021
Chandler Law Firm (Summers)	Aiken	SC	06/2016	08/2018
Charles Schwab & Co., Inc.	Atlanta	GA	03/2022	Present
Unemployed	Greensboro	NC	11/2021	02/2022
Charles Schwab Bank, Ssb	Atlanta	GA	09/2022	Present

08/2016 → 05/2021

North Carolina Agricultural & Technical State University

Greensboro, NC
08/2020 → 04/2021

Fedex

Kernersville, NC
08/2018 → 10/2021

Nc A&T Su Health Center

Greensboro, NC
06/2021 → 10/2021

Lincoln Financial

Greensboro, NC
06/2016 → 08/2018

Chandler Law Firm (Summers)

Aiken, SC
03/2022 → Present

Charles Schwab & Co., Inc.

Atlanta, GA
11/2021 → 02/2022

Unemployed

Greensboro, NC
09/2022 → Present

Charles Schwab Bank, Ssb

Atlanta, GA

Turo | I list my vehicle to be rented by others on the platform | Less than 20 hrs monthly | no business during trading hours.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-07
S63	Uniform Securities Agent State Law Examination	2022-08-15

Other Firms