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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
3424 Peachtree Road Suite 1750, Atlanta, GA 30326-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regimen Wealth | Atlanta | GA | 01/2026 | 05/2026 |
| Mariner Wealth Advisors | Overland Park | KS | 04/2025 | 01/2026 |
| Bank Of America Merrill Lynch | Charlotte | NC | 11/2021 | 03/2025 |
| At&T | Dallas | TX | 10/2010 | 06/2019 |
| Bank Of America | Charlotte | NC | 09/2019 | 11/2021 |
| Extended Travel | Merida | 06/2019 | 09/2019 | |
| Charles Schwab & Co., Inc. | Atlanta | GA | 06/2026 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 06/2026 | Present |
1) C&C Southeastern Partners, LLC | Investment Related:No|1714 Cleveland Hwy|Real Estate (Non-Agent/Broker)|Managing Member|2021-05-16|Less than 20|0|Real Estate Holding LLC, No financial services or investment related activities. Real estate and rental and leasing - lessors of residential buildings and dwellings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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