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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-26 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-11 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 05/2015 | 06/2022 |
| Truist Advisory Services | Atlanta | GA | 09/2016 | 06/2022 |
| Invesco | Atlanta | GA | 07/2022 | 02/2024 |
| Unemployed | Atlanta | GA | 02/2024 | 05/2026 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 06/2026 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
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