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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-17 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Suwanee | GA | 10/2021 | 08/2022 |
| United Poultry Corp. | Peachtree Corners | GA | 01/2003 | 10/2021 |
| J.P. Morgan Securities, Llc | Atlanta | GA | 08/2022 | 10/2025 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | 10/2025 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 10/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
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