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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 07/2019 | 06/2022 |
| State Farm | Statesboro | GA | 02/2019 | 06/2019 |
| Pdblowers, Inc. | Gainesville | GA | 05/2017 | 07/2019 |
| The Clubhouse Statesboro | Statesboro | GA | 05/2016 | 09/2016 |
| Stoners Pizza Joint | Statesboro | GA | 05/2016 | 12/2016 |
| Unemployed | Statesboro | GA | 08/2015 | 07/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 07/2019 | 06/2022 |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2022 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2022 | 07/2022 |
| Morgan Stanley | Alphretta | GA | 07/2019 | 04/2021 |
| Charles Schwab & Co., Inc. | Sandy Springs | GA | 07/2025 | Present |
| Charles Schwab Bank | Sandy Springs | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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