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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2026-01-05 |
| MS | RA | APPROVED | 2019-08-29 |
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 |
|---|---|---|---|---|
| Sd Detailing | Jackson | MS | 06/2014 | 04/2017 |
| Unemployed | Clinton | MS | 04/2017 | 07/2017 |
| Axa Advisors, Llc | Ridgeland | MS | 07/2017 | 11/2018 |
| Wells Fargo Clearing Services, Llc. | Flowood | MS | 11/2018 | 08/2019 |
| Wells Fargo Clearing Services, Llc. | Flowood | MS | 11/2018 | 08/2019 |
| Charles Schwab & Co., Inc. | Ridgeland | MS | 08/2019 | Present |
| Charles Schwab Bank Ssb | Ridgeland | MS | 08/2019 | Present |
MANAGE SOUTH LLC/ NOT INVESTMENT RELATED/ JACKSON,MS; 100% OWNERSHIP/ START DATE 06/01/2014/NUMBER OF HOURS PER MONTH 10/ NUMBER OF HOURS DURING TRADING 0; WORK ON AIRCRAFTS . Noviq LLC / Not Investment Related/-20 Eastgate Drive, Ste D, Brandon MS 39042/ Pharmaceuticals Co-Founder/ 20-40 hours devoted to business/ 0 hours during securities trading hours/ Help develop and grow the business from a marketing standpoint.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
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