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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta, | GA | 10/2021 | 01/2025 |
| Illinois Department Of Children & Family Services | Chicago | IL | 06/2019 | 09/2020 |
| Illinois Department Of Human Services | Homewood | IL | 11/2013 | 06/2019 |
| Unemployed | Chicago | IL | 09/2020 | 10/2021 |
| Depaul University | Chicago | IL | 09/2013 | 06/2018 |
| Community Renewal Society | Chicago | IL | 04/2017 | 06/2018 |
| Lyft | San Francisco | CA | 04/2018 | 08/2019 |
| Caviar | San Francisco | CA | 12/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2025 | 06/2026 |
| Bank Of America, N.A. | Atlanta | GA | 02/2025 | 06/2026 |
| Charles Schwab | Atlanta | GA | 06/2026 | Present |
| Charles Schwab Wealth Advisory Inc | Atlanta | GA | 06/2026 | Present |
1) 4214 Enterprises LLC | Investment Related:No||Other|Owner |2021-04-13|Less than 20|0|I am responsible for the entirety of the business, I don't have any partners. There is no financial services or investment related advice involved, I pay for whatever the business needs out of pocket.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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