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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | IL | 08/2019 | 12/2022 |
| Northwestern Mutual | St. Louis | IL | 05/2019 | 08/2019 |
| Home Depot | Alton | IL | 02/2019 | 05/2019 |
| Jb Vending | East Alton | IL | 01/2016 | 01/2019 |
| X-Factor Fitness | Highland | IL | 01/2015 | 01/2018 |
| Charles Schwab And Co., Inc. | Charlotte | NC | 12/2022 | Present |
| Charles Schwab Bank Ssb | Charlotte | NC | 11/2023 | Present |
Name: Body by Science, Role: Owner, Type: Other, Start Date: 01/20/2016, Investment Related?: No, Address: 211 Niagra Street, East Alton, IL 62024, Number of Hours/Mo: 2, Duties: Give fitness plans to clients who request them Name: USA Army National Guard, Role: First Privet, Type: Military Service, Start Date: 07/01/2019, Investment Related?: No, Address: 650 Armory Road, Shioh, IL 62269, Number of Hours/Mo: 16, Duties: Serving in the US Army one weekend a month, two weeks a year. Name: Owning single family homes for rental income, Role: Owner and operator, Type: Rental Property, Start Date: 01/01/2021, Investment Related?: No, Address: 211 Niagara Street, east alton, IL 62024, Number of Hours/Mo: 20, Duties: My responsibilities will be all business operations from buying the home, fixing it up and getting it rented. I will collect payments and do all the book keeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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