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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-28 |
Branch Locations
2344 Elkhorn Rd Suite 175, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Lexington | KY | 06/2023 | Present |
| Kentucky Arts Council - Commonwealth Of Kentucky | Frankfort | KY | 02/2020 | 05/2023 |
| Urban Outfitters | Philadelphia | PA | 09/2017 | 01/2020 |
| Seattle University | Seattle | WA | 10/2017 | 05/2019 |
| Pepperhill Farm & Day Camp | Lexington | KY | 05/2017 | 08/2017 |
| Build-A-Bear | Lexington | KY | 09/2014 | 09/2016 |
| Full Time Education | Lexington | KY | 08/2013 | 05/2017 |
| Full Time Education | Seattle | WA | 09/2017 | 06/2019 |
1) Kentucky State Poetry Society|Investment Related: No|Printing/Publishing|Membership Chair|5/15/2024|Less than 20 hour/month - 0 during trading hours|Appointed position from the President. Maintains membership records of organization. Communicate with members of upcoming publication opportunities. Attend all board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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