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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-30 |
Branch Locations
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Atlanta | GA | 09/2014 | 03/2020 |
| Jon Baker Financial Group | Atlanta | GA | 09/2014 | 05/2020 |
| Cwm, Llc | Omaha | NE | 03/2020 | 05/2020 |
| Lpl Financial Llc | Atlanta | GA | 05/2020 | Present |
| Delta Community Credit Union | Atlanta | GA | 05/2020 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2024 | Present |
| Schwab Wealth Advisory Inc | Atlanta | GA | 09/2024 | Present |
1) Rental Property|Investment Related: No|Real Estate (Non-Agent/Broker)|Landlord/Owner|10/1/2022|Less than 20 hour/month - 0 during trading hours|Source and vet tenants, maintain property interior, commit to making on-time monthly payments to mortgage lender and HOA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-30 |
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