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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| NJ | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2018 | 08/2019 |
| T3 Trading Group | Atlanta | GA | 03/2018 | 06/2018 |
| Toro Management, Llc | Atlanta | GA | 03/2017 | 06/2018 |
| Northpoint Commercial Finance | Alpharetta | GA | 04/2015 | 03/2017 |
| Bank Of America | Atlanta | GA | 07/2018 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Miami | FL | 03/2020 | 04/2021 |
| Bank Of America | Miami | FL | 03/2020 | 04/2021 |
| Extended Travel | San Paolo | 09/2019 | 02/2020 | |
| Fisher Investments | Tampa | FL | 04/2021 | 07/2024 |
| Mcadams Group, Llc | Cordova | TN | 08/2024 | 04/2025 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2024 | 04/2025 |
| Mcadams Group, Llc | Cordova | TN | 10/2024 | 04/2025 |
| Gwn Securities, Inc. | Palm Beach Garens | FL | 05/2025 | 07/2026 |
| Charles Schwab & Co. Inc | Jersey City | NJ | 07/2026 | Present |
| Schwab Wealth Advisory Inc | Jersey City | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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