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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Arlington | VA | 09/2016 | 07/2020 |
| Full Time Education | Alexandria | VA | 08/2020 | 05/2022 |
| Full Time Education | Blacksburg | VA | 08/2022 | 05/2025 |
| Chipotle | Falls Church | VA | 11/2019 | 09/2020 |
| Target Corporation | Falls Church | VA | 10/2020 | 07/2024 |
| Chipotle | Blacksburg | VA | 09/2023 | 05/2024 |
| Evermay Wealth Management Llc | Arlington | VA | 06/2024 | 07/2024 |
| Navy Federal Credit Union | Arlington | VA | 09/2025 | 01/2026 |
| Teksystems | Arlington | VA | 04/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2026 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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