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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-03 |
| AL | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
| GA | RA | APPROVED | 2025-04-11 |
Branch Locations
3595 Grandview Pkwy Suite 475, Birmingham, AL 35243 • United States
Mt Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 05/2023 | 06/2024 |
| Oak Street Health | Greenville | SC | 06/2022 | 03/2023 |
| Halls Chophouse | Greenville/Columbia | SC | 05/2020 | 06/2022 |
| Ingles | Taylors | SC | 03/2020 | 06/2020 |
| Takosushi | Columbia | SC | 06/2019 | 12/2019 |
| Student | Columbia | SC | 08/2018 | 05/2021 |
| Panera Bread | Taylors | SC | 02/2018 | 02/2019 |
| Student | Greer | SC | 08/2017 | 04/2018 |
| Vector Marketing | Greer | SC | 06/2017 | 07/2017 |
| Student | Greer | SC | 01/2015 | 06/2017 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 06/2024 |
| Edelman Financial Engines | Santa Clara | CA | 06/2024 | 02/2026 |
| Ramano's Macaroni Grill | Greer | SC | 12/2016 | 01/2017 |
| Edelman Financial Engines | Santa Clara | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-21 |
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