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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-26 |
Branch Locations
4529 Sharon Road, Charlotte, NC 28211-3521 • United States
8700 Sam Furr Road, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2013 | 04/2020 |
| Charles Schwab Bank, Ssb | Austin | TX | 04/2017 | 04/2020 |
| Fidelity Brokerage Services | Austin | TX | 04/2020 | 08/2023 |
| Charles Schwab & Co., Inc. | Huntersville | NC | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Huntersville | NC | 09/2023 | Present |
1) Arbonne | Investment Related:No|Retail|Consultant|4/21/2025|Less than 20|0|i sell and promote clean wellness products - daily greens, energy alternatives, protein powders etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-16 |
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