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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| MS | RA | APPROVED | 2023-01-13 |
Branch Locations
800 Woodlands Parkway Suite 101, Ridgeland, MS 39157-5200 • United States
3417 Veterans Memorial Blvd, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Ridgeland | MS | 08/2005 | Present |
| Unum Provident | Memphis | TN | 08/2005 | Present |
| John Hancock Life | Boston | MA | 08/2005 | Present |
| Genworth Financial | Richmond | VA | 08/2005 | Present |
| Charles Schwab Bank, Ssb | Ridgeland | MS | 09/2005 | Present |
8/29/2005- 1)UNUM PROVIDENT-MEMPHIS, TN-WRITTEN DISABILITY INSURANCE-NO CURRENT BUSINESS PENDING OR SOLICITED. 2)JOHN HANCOCK LIFE, BOSTON, MA- RECEIVE RENEWAL COMMISSIONS FROM THIS COMPANY FOR PRIOR LIFE AND HEALTH RELATED SALES. NO CURRENT RELATIONSHIP WITH BUSINESS. 3)GENWORTH FINANCIAL(FORMERLY FIRST COLONY LIFE), RICHMOND, VA-RECEIVE RENEWAL COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
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