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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
MS RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2026-01-03
  • MS RA
    APPROVED
    Since 2025-09-04

Branch Locations

800 Woodlands Parkway Suite 101, Ridgeland, MS 39157-5200 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Midlothian VA 08/2024 03/2025
The Pourhouse Group, Llc Richmond VA 01/2018 07/2024
Richmond Restaurant Group Richmond VA 05/2014 02/2017
Buckhead'S Restaurant & Chop House Richmond VA 02/2017 01/2018
Fidelity Investments Boston MA 03/2025 08/2025
Charles Schwab & Co., Inc Rideland MS 08/2025 Present
Charles Schwab Bank Rideland MS 07/2025 Present
  • 08/2024 → 03/2025
    Fidelity Investments
    Midlothian, VA
  • 01/2018 → 07/2024
    The Pourhouse Group, Llc
    Richmond, VA
  • 05/2014 → 02/2017
    Richmond Restaurant Group
    Richmond, VA
  • 02/2017 → 01/2018
    Buckhead'S Restaurant & Chop House
    Richmond, VA
  • 03/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 08/2025 → Present
    Rideland, MS
  • 07/2025 → Present
    Charles Schwab Bank
    Rideland, MS
Previous Registrations
  • 2025-03-31 → 2025-09-01
    Richmond, VA
    Midlothian, VA
    Boston, MA
  • 2024-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Midlothian, VA
    Richmond, VA
Other Businesses

1) Udderless Foods, LLC | Investment Related:No|2601 Maury St. BLDG 2|Food/Beverage Production|Partner|2023-01-01|Less than 20|0|I am a silent partner and meet with the other partners periodically to review financial statements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2024-12-02

View on SEC IAPD

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