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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities, Llc | Alpharetta | GA | 05/2013 | 10/2016 |
| Uber | Atlanta | GA | 10/2016 | 06/2026 |
| Suntrust Investment Services, Inc | Atlanta | GA | 04/2017 | 02/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2017 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 08/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2023 |
| Citizens Securities Inc., | Johnston | GA | 08/2023 | 04/2025 |
| Lyft | Atlanta | GA | 11/2016 | 06/2026 |
| Insomnia Cookies/Serve U Brands, Inc. | Atlanta | GA | 05/2025 | 11/2025 |
| Doordash | San Francisco | CA | 06/2025 | Present |
| Cetera Investment Services, Llc | St Cloud | MN | 11/2025 | 06/2026 |
| Cetera Investment Advisors, Llc | Atlanta | GA | 11/2025 | 06/2026 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2026 | Present |
1) Doordash | Investment Related:No|Food/Beverage Production|Delivery Driver|4/29/2025|20-40|0|Deliver food as a gig worker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-02 |
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