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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-13 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | NY | 06/2025 | 10/2025 |
| Tjx Companies - Marshals | Dunwoody | GA | 11/2024 | 06/2025 |
| Sagicor Investments Ja Ltd - Sagicor Group | Kingston | 08/2021 | 06/2024 | |
| Mayberry Investments Ltd | Kingston | 05/2019 | 09/2020 | |
| Business Access Tv Ltd | Kingston | 01/2015 | 08/2018 | |
| Business Access Tv Ltd | Kingston | 09/2020 | 07/2021 | |
| Unemployed | Dunwoody | GA | 06/2024 | 11/2024 |
| Unemployed | Dunwoody | GA | 08/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 03/2026 | Present |
| Unemployed | Dunwoody | GA | 10/2025 | 03/2026 |
| Charles Schwab Bank, Ssb | Atlanta | GA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-30 |
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