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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 |
| MS | RA | APPROVED | 2025-09-04 |
Branch Locations
800 Woodlands Parkway Suite 101, Ridgeland, MS 39157-5200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
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