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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-29 |
Branch Locations
3424 Peachetree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Flowery Branch | MO | 03/2019 | 02/2020 |
| Oakwood Machine Co. | Oakwood | GA | 08/2011 | 03/2018 |
| Full Time Education | Demorest | GA | 05/2015 | 12/2016 |
| Free Chapel Worship Center | Atlanta | GA | 04/2017 | 04/2022 |
| Full Time Education | Demorest | GA | 05/2015 | 12/2016 |
| Fidelity Brokerage Services Llc | Dunwoody | GA | 02/2020 | 11/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 11/2021 | 06/2022 |
| E*Trade Capital Management Llc | Alpharetta | GA | 11/2021 | 06/2022 |
| Etrade | Alpharetta | GA | 11/2021 | 06/2022 |
| Fidelity Personal And Workplace Advisors | Dunwoody | GA | 04/2020 | 11/2021 |
| Fidelity Investments | Dunwoody | GA | 02/2020 | 11/2021 |
| Morgan Stanley | Alphretta | GA | 11/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2022 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 07/2022 | 04/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 04/2025 | Present |
| Schwab Wealth Advisory Inc | Atlanta | GA | 04/2025 | Present |
1) Lenny Rays LLC | Investment Related:No||Retail|Owner|2025-02-18|Less than 20|0|Operating a small online guitar string retail website
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-11 |
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