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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
| GA | RA | APPROVED | 2025-07-31 |
Branch Locations
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Atlanta | GA | 03/2015 | 02/2017 |
| New York Life Insurance Company | Atlanta | GA | 10/2014 | 02/2017 |
| Allstate Insurance Company | Conyers | GA | 01/2017 | 01/2019 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 01/2019 | 03/2022 |
| J.P. Morgan Securities Llc | Mcdonough | GA | 03/2022 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Mcdonough | GA | 03/2022 | 07/2025 |
| Valic Financial Advisors | Atlanta | GA | 01/2019 | 03/2022 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 07/2025 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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