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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2022-09-30 |
Branch Locations
909 East Park Avenue Suite D-1, Tallahassee, FL 32301 • United States
4853 Town Center Parkway, Jacksonville, FL 32246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 02/2020 |
| Paul Cribbs State Farm | Valdosta | GA | 06/2017 | 01/2018 |
| Ag-Mart Produce | Jennings | FL | 01/2016 | 12/2016 |
| Valdosta State University | Valdosta | GA | 08/2012 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 02/2020 | 10/2021 |
| Bank Of America, N.A. | Tallahassee | FL | 02/2020 | 10/2021 |
| Hancock Whitney Bank | Tallahassee | FL | 10/2021 | 08/2022 |
| Hancock Whitney Investment Services, Inc. | Tallahassee | FL | 10/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Tallahassee | FL | 07/2022 | 08/2022 |
| Charles Schwab & Co., Inc | Tallahassee | FL | 09/2022 | Present |
| Charles Schwab Bank Ssb | Tallahassee | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-17 |
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