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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| GA | RA | APPROVED | 2025-09-22 |
Branch Locations
3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2024 | 08/2025 |
| Massmutual | Hunt Valley | MD | 05/2023 | 12/2023 |
| Wms Partners | Towson | MD | 09/2022 | 05/2023 |
| Baltimore Fabrication | Maryland | MD | 06/2022 | 09/2022 |
| Lgs Financial | Baltimore | MD | 01/2022 | 05/2022 |
| Full Time Education | Towson | MD | 08/2021 | 01/2022 |
| Music And Arts | Hanover | MD | 11/2020 | 06/2021 |
| Federal Aviation Administration | District Of Columbia | DC | 06/2021 | 08/2021 |
| Full Time Education | Fort Meade | MD | 01/2019 | 11/2020 |
| Full Time Education | Fort Meade | MD | 08/2016 | 01/2019 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2025 | Present |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
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