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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Statesboro | GA | 08/2017 | 05/2021 |
| Full Time Education | Cumming | GA | 05/2013 | 05/2017 |
| Unemployed | Cumming | GA | 04/2022 | 04/2022 |
| Mcadam Financial | Boston | MA | 08/2021 | 03/2022 |
| Unemployed | Cumming | GA | 10/2022 | 03/2023 |
| St Croix Yacht Club | Christiansted | VI | 05/2022 | 09/2022 |
| White Columns Country Club | Milton | GA | 05/2021 | 07/2021 |
| Gerogia Southern Golf Course | Statesboro | GA | 12/2017 | 05/2021 |
| Thomas Wideman | Atlanta | GA | 07/2023 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 08/2023 | 08/2024 |
| Thomas Wideman | Atlanta | GA | 05/2023 | 08/2023 |
| White Columns Country Club | Milton | GA | 04/2023 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2024 | 04/2025 |
| White Columns Country Club | Milton | GA | 05/2019 | 07/2019 |
| White Columns Country Club | Milton | GA | 05/2020 | 07/2020 |
| American Promotional Events Inc | Florence | AL | 07/2017 | 07/2017 |
| Polo Golf And Country Club | Cumming | GA | 05/2017 | 07/2017 |
| Polo Golf And Country Club | Cumming | GA | 05/2018 | 07/2018 |
| Bank Of America, N.A. | Atlanta | GA | 11/2024 | 04/2025 |
| Charles Schwab & Co., Inc. | Alpharetta | GA | 04/2025 | Present |
| Charles Schwab Bank | Alpharetta | GA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
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