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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2024-09-23 |
Branch Locations
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| GA | RA | APPROVED | 2023-06-27 |
Branch Locations
3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hawes Fps | Atlanta | GA | 08/2015 | 09/2017 |
| Farmers Insurance Group | Alpharetta | GA | 09/2017 | 01/2020 |
| Morehouse College | Atlanta | GA | 08/2015 | 12/2017 |
| Farmers Financial Solution Llc | Alpharetta | GA | 03/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Forest Park | GA | 01/2020 | 01/2022 |
| Bank Of America, N.A. | Forest Park | GA | 01/2020 | 01/2022 |
| Goldman Sachs | Atlanta | GA | 01/2022 | 04/2022 |
| Charles Schwab & Co., Inc | Atlanta | GA | 05/2023 | Present |
| Schwab Wealth Advisory | Atlanta | GA | 05/2023 | Present |
| Gercordal Holdings | Sandy Srpings | GA | 04/2009 | Present |
1) GerCorDal Holdings | Investment Related:No|Other|Owner|5/1/2015|Less than 20|0|Create custom t-shirt designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-18 |
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