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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
Branch Locations
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
520 Linton Blvd, Delray Beach, FL 33444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Charlotte | NC | 09/2021 | 06/2022 |
| Full Time Education | Columbia | SC | 08/2017 | 05/2021 |
| Full Time Education | Nashville | TN | 08/2011 | 08/2017 |
| Towne Park | Nashville | TN | 06/2018 | 08/2018 |
| Abm | Nashville | TN | 12/2020 | 01/2021 |
| Unemployed | Nashville | TN | 05/2021 | 09/2021 |
| Merrill Lynch, Pierce, Fenner, & Smith Inc. | Charlotte | NC | 07/2022 | 07/2024 |
| Bank Of America, N.A. | Charlotte | NC | 08/2022 | 07/2024 |
| Fidelity Investments | Huntersville | NC | 07/2024 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Charles Schwab & Co., Inc. | Boca Raton | FL | 11/2025 | Present |
| Full Time Education | Columbia | SC | 09/2018 | 11/2020 |
| Full Time Education | Columbia | SC | 02/2021 | 04/2021 |
| Charles Schwab Bank | Boca Raton | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
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