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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-20 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athens Country Club | Athens | GA | 06/2024 | 07/2025 |
| City Bar Athens | Athens | GA | 01/2021 | 05/2024 |
| Northwestern Mutual | Athens | GA | 08/2023 | 11/2023 |
| Cross Country Healthcare | Athens | GA | 06/2023 | 08/2023 |
| Full Time Education | Atlanta | GA | 08/2015 | 12/2020 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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