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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Hampden-Sydney | VA | 08/2016 | 05/2019 |
| Vector Marketing | Newnan | GA | 06/2017 | 08/2017 |
| Clear Defense | Richmond | VA | 05/2018 | 08/2018 |
| Design Ink | Newnan | GA | 12/2018 | 04/2019 |
| Axa Advisors Llc | Marietta | GA | 08/2019 | 06/2020 |
| Unemployed | Newnan | GA | 06/2019 | 07/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 12/2020 |
| Self Employed | Atlanta | GA | 01/2021 | 05/2021 |
| Foxit Software | Alpharetta | GA | 05/2021 | 12/2021 |
| Ubs Financial Services, Inc | Atlanta | GA | 01/2022 | 10/2025 |
| American Financial Advisors | Marietta | GA | 11/2025 | 12/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 02/2026 | Present |
| Charles Schwab Bank, Ssb | Atlanta | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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