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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
3417 Veterans Memorial Blvd, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Metairie | LA | 11/2023 | Present |
| Charles Schwab Bank Ssb | Metairie | LA | 11/2023 | Present |
| Tasc Performance | Elmwood | LA | 11/2022 | 11/2023 |
| Carr, Riggs, & Ingram | Metairie | LA | 09/2021 | 11/2022 |
| Ernst & Young | New Orleans | LA | 09/2020 | 09/2021 |
| Ernst & Young | New Orleans | LA | 06/2019 | 08/2019 |
| Carr, Riggs, & Ingram | Metairie | LA | 01/2019 | 03/2020 |
| Entergy | New Orleans | LA | 07/2018 | 10/2018 |
| University Of New Orleans Rec & Fitness Center | New Orleans | LA | 10/2016 | 07/2018 |
| Team Gleason | New Orleans | LA | 07/2015 | 09/2020 |
| Unemployed | Gretna | LA | 11/2018 | 05/2019 |
| Unemployed | Gretna | LA | 09/2019 | 12/2019 |
1) N/A|Investment Related: No|Real Estate (Non-Agent/Broker)|Landlord |1/1/2021|Less than 20 hour/month - 0 during trading hours| Provide necessary repairs and maintenance during the rental period
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-17 |
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