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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-14 |
| DC | RA | APPROVED | 2022-05-11 |
Branch Locations
Alexandria, VA • United States
1845 K Street, N.W., Washington, DC 20006-1209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Waypoint, Llc | Glen Burnie | MD | 11/2015 | 11/2020 |
| Unemployed | Fort Washington | MD | 11/2020 | 05/2021 |
| Janney Montgomery Scott Llc | Richmond | VA | 05/2021 | 03/2022 |
| Charles Schwab & Co., Inc. | Alexandria | VA | 03/2022 | Present |
| Charles Schwab Bank, Ssb | Alexandria | VA | 03/2022 | Present |
| Td Ameritrade Investment Management, Llc | Washington | DC | 01/2023 | 06/2024 |
| Td Ameritrade, Inc. | Washington | DC | 10/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
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