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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Shelby | Shelby | NC | 06/2017 | 08/2020 |
| Textron Systems | New Orleans | LA | 06/2021 | 08/2021 |
| University Of South Carolina | Columbia | SC | 08/2020 | 12/2020 |
| University Of South Carolina | Columbia | SC | 08/2021 | 01/2022 |
| Charles Schwab | Southlake | TX | 06/2022 | 12/2022 |
| Fidelity Investments | Charlotte | NC | 06/2023 | 01/2026 |
| Student | Shelby | NC | 01/2013 | 06/2017 |
| Student | Columbia | SC | 12/2020 | 06/2021 |
| Student | Columbia | SC | 01/2022 | 06/2022 |
| Student | Columbia | NC | 12/2022 | 06/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 01/2026 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
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