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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2025-08-06 |
| GA | RA | APPROVED | 2023-02-27 |
Branch Locations
962 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 09/2015 | 05/2018 |
| Td Ameritrade | Greenville | SC | 04/2018 | 11/2020 |
| Fidelity Investments | Charleston | SC | 11/2020 | 07/2022 |
| Charles Schwab & Co., Inc. | Mt. Pleasant | SC | 02/2023 | Present |
| Unemployed | Charleston | SC | 08/2022 | 01/2023 |
| Td Ameritrade Inc. | Atlanta | GA | 11/2023 | 06/2024 |
| Charles Schwab Bank, Ssb | Mt. Pleasant | SC | 08/2020 | Present |
1) Atlantic Pearle LLC | Investment Related:No|303 Center Church Road|Sanford|NC|27330|United States|Real Estate (Non-Agent/Broker)|Member/owner|9/5/2008|Less than 20|0|Real Estate investment holding company for rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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