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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-13 |
Branch Locations
3328 W. Friendly Ave Suite 111, Greensboro, NC 27410 • United States
1108 Environ Way, Chapel Hill, NC 27517-4418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guilford College United Methodist Church | Greensboro | NC | 10/2024 | Present |
| Unemployed | Greensboro | NC | 05/2024 | 10/2024 |
| Full Time Education | Boone | NC | 08/2023 | 05/2024 |
| Chick-Fil-A | Greensboro | NC | 08/2020 | 08/2023 |
| Gator Grill | Greensboro | NC | 05/2020 | 08/2020 |
| Full Time Education | Greensboro | NC | 12/2014 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Greensboro | NC | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Greensboro | NC | 06/2025 | Present |
1) Guilford College United Methodist Church | Investment Related:No|1205 Fleming Rd|Broadcasting/Music/Film|Audio Video Team Member|2024-08-04|Less than 20|0|I help stream the church services to the congregation, in addition I also handle/lead the in-house sound system and slideshow for the congregation during service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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