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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-05-02 |
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 | 01/2016 | 09/2020 |
| Bank Of America N.A. | Alpharetta | GA | 01/2016 | 09/2020 |
| Nordstrom, Inc. | Atlanta | GA | 10/2016 | 10/2016 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 09/2020 | 12/2021 |
| Jp Morgan Securities, Llc | Atlanta | GA | 09/2020 | 12/2021 |
| Fidelity Investments | Dunwoody | GA | 12/2021 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Charles Schwab & Co., Inc | Atlanta | GA | 04/2025 | Present |
| Schwab Wealth Advisory, Inc | Atlanta | GA | 04/2025 | Present |
1) Mountain View Athletic Association | Investment Related:No|2700 Braselton Highway, Suite 10-247|Dacula|GA|30019|United States|Sports/Physical Recreation|Coaches Coordinator|11/17/2025|Less than 20|0|My role is to keep coaches informed of important league information, rules, and communications., 2) Mountain View High School Booster Club | Investment Related:No|2351 Sunny Hill Rd|Lawrenceville|GA|30043|US|Sports/Physical Recreation|Treasurer|8/14/2026|Less than 20|0|Help the organization balance the budget for the girls basketball team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-10 |
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