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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-28 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 10/2006 | 11/2021 |
| Bank Of America, N.A. | Alpharetta | GA | 10/2006 | 11/2021 |
| Wells Fargo Bank, Na | Cumming | GA | 11/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Cumming | GA | 11/2021 | 06/2022 |
| J. P. Morgan Securities Llc | Atlanta | GA | 06/2022 | 03/2025 |
| Jpmorgan Chase Bank N. A. | Atlanta | GA | 06/2022 | 03/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 04/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
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