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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-09-14 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
Athens, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stadion Money Management, Inc | Watkinsville | GA | 02/2003 | 11/2016 |
| Charles Schwab & Co., Inc. | Athens | GA | 08/2017 | Present |
| Riskalyze, Inc. | Atlanta | GA | 04/2017 | 07/2017 |
| Unemployed | Watkinsville | GA | 12/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-04 |
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