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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-20 |
Branch Locations
11108 West Broad Street, Glen Allen, VA 23060 • United States
4701 Virginia Beach Blvd. Suite 200, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Virginia Beach | VA | 05/2022 | 01/2025 |
| Virginia Tech | Blacksburg | VA | 08/2021 | 05/2022 |
| Full Time Education | Blacksburg | VA | 08/2019 | 05/2022 |
| Kroger | Chesapeake | VA | 06/2021 | 05/2022 |
| Birdies, Inc. | Chesapeake | VA | 07/2018 | 12/2021 |
| Full Time Education | Chesapeake | VA | 09/2015 | 06/2019 |
| Charles Schwab & Co., Inc. | Virginia Beach | VA | 02/2025 | Present |
| Charles Schwab Bank, Ssb | Virginia Beach | VA | 02/2025 | Present |
1) Virginia Tech Alumni Association|Investment Related: No|Nonprofit Charitable Organizations|Young Alumni President|6/1/2022|Less than 20 hour/month - 0 during trading hours|I have no financial or investment -related responsibilities inside the organization. I help plan happy hours, sports nights, and help Virginia Tech reach out to new alumni in the Tidewater Area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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