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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planningzoo | Athens | GA | 05/2022 | 09/2023 |
| University Of Georgia | Athens | GA | 08/2022 | 05/2023 |
| Cannon Financial Strategists | Athens | GA | 08/2021 | 05/2022 |
| Jones Transportation | Atlanta | GA | 05/2017 | 06/2020 |
| Meat N' Greet | Newnan | GA | 03/2017 | 03/2017 |
| Fidelity Investments | Dunwoody | GA | 10/2023 | 10/2025 |
| Mcmasters Bbq | Senoia | GA | 08/2019 | 11/2019 |
| Full Time Education | Athens | GA | 08/2022 | 05/2023 |
| Full Time Education | Athens | GA | 01/2020 | 05/2022 |
| Full Time Education | Carrollton | GA | 05/2019 | 12/2019 |
| Full Time Education | Waleska | GA | 08/2017 | 05/2019 |
| East Coweta High School | Sharpsburg | GA | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Fidelity Investments | Dunwoody | GA | 04/2024 | 10/2025 |
| Charles Schwab & Co, Inc | Sandy Springs | GA | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Sandy Springs | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
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