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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-08 |
Branch Locations
4529 Sharon Road, Charlotte, NC 28211-3521 • United States
380 Knollwood Suite E, Winston-Salem, NC 27103-1847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Charlotte | NC | 09/2016 | 07/2019 |
| Publix Supermarket | Chicago | IL | 08/2016 | 08/2017 |
| Belks | Charlotte | NC | 07/2018 | 12/2018 |
| Apps Accounting And Payroll Processing | Waxhaw | NC | 01/2019 | 03/2020 |
| Bank Of America | Charlotte | NC | 03/2020 | 07/2022 |
| First Horizon Advisors, Inc. | Chicago | IL | 08/2022 | 06/2023 |
| First Citizens Investor Services | Raleigh | NC | 07/2023 | 11/2024 |
| First Citizens Bank | Raleigh | NC | 07/2023 | 11/2024 |
| Charles Schwab & Co., Inc. | Winston-Salem | NC | 12/2024 | Present |
| Charles Schwab Bank, Ssb | Winston-Salem | NC | 12/2024 | Present |
1) St. Paul's Episcopal Church | Investment Related:No|520 Summit Street|Winston-Salem|NC|27101|USA|Nonprofit Charitable Organizations|Committee Member |4/19/2026|Less than 20|0|Working with the committee to prepare for stewardship campaigns, gifting, donations, pledges etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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