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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-02 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Washington | DC | 04/2019 | 03/2022 |
| Liberty University Online | Lynchburg | VA | 06/2019 | 05/2021 |
| Allstate Insurance Company | Northfield Township | IL | 10/2021 | 10/2023 |
| Full Time Education | Hempstead | NY | 09/2014 | 05/2018 |
| Full Time Education | Lynchburg | VA | 09/2018 | 12/2021 |
| Unemployed | Stafford | VA | 10/2023 | 02/2024 |
| Unemployed | Stafford | VA | 05/2018 | 09/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2024 | 11/2025 |
| Cetera Investment Advisers Llc | El Segundo | IL | 10/2024 | 11/2025 |
| Central Fairfax Chamber Of Commerce | Fairfax | VA | 06/2025 | 03/2026 |
| Anchorage Insurance Management | Baltimore | MD | 02/2024 | 11/2025 |
| Kinnect Advisors | Cockeysville | MD | 07/2024 | 11/2025 |
| Charles Schwab & Co., Inc. | Potomac | MD | 03/2026 | Present |
| Charles Schwab Bank | Potomac | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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