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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| GA | RA | APPROVED | 2025-08-15 |
Branch Locations
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | GA | 09/2019 | 11/2021 |
| Bank Of America, N.A. | Gainesville | GA | 09/2019 | 11/2021 |
| Improveit Of Atlanta | Atlanta | GA | 02/2017 | 09/2019 |
| Pulte Group | Atlanta | GA | 07/2016 | 10/2016 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 04/2022 | 05/2025 |
| J.P. Morgan Securities Llc | Atlanta | GA | 04/2022 | 05/2025 |
| Regimen Wealth Llc | Atlanta | GA | 11/2021 | 01/2022 |
| Unemployed | Alpharetta | GA | 11/2016 | 01/2017 |
| Unemployed | Woodstock | GA | 02/2022 | 03/2022 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 07/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
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