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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| GA | RA | APPROVED | 2025-09-29 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young Llp | Atlanta | GA | 05/2019 | 07/2019 |
| University Of Florida | Gainesville | FL | 08/2017 | 12/2018 |
| Carr, Riggs & Ingram Cpas | Gainesville | FL | 01/2019 | 04/2020 |
| Uber | Atlanta | GA | 05/2020 | 07/2021 |
| Jpmorgan Chase & Co | Atlanta | GA | 07/2022 | 05/2024 |
| Truist Financial | Atlanta | GA | 07/2021 | 07/2022 |
| Full Time Education | Gainesville | FL | 08/2016 | 05/2021 |
| Ernst & Young Llp | Atlanta | GA | 05/2020 | 07/2020 |
| Mio Partners, Inc. | Atlanta | GA | 05/2024 | 08/2025 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 08/2025 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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