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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix | Tuscaloosa | AL | 05/2013 | 05/2017 |
| Full Time Education | Tuscaloosa | AL | 12/2012 | 05/2017 |
| The Vanguard Group | Charlotte | NC | 06/2017 | 08/2018 |
| Navy Federal Financial Group | Pensacola | FL | 09/2018 | 08/2021 |
| Fidelity | Wesley Chapel | FL | 08/2021 | 09/2022 |
| Unemployed | Wesley Chapel | FL | 10/2022 | 01/2023 |
| Kristan Brinkley | Pensacola | FL | 01/2023 | 06/2025 |
| Thomas Vaughn | Pensacola | FL | 01/2023 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Pensacola | FL | 01/2023 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2023 | 06/2025 |
| Schwab Wealth Advisory Inc | Orlando | FL | 07/2025 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-13 |
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