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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-01 |
Branch Locations
1603 Village Market Se Suite 100, Leesburg, VA 20175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 06/2025 | 02/2026 |
| New York Life Insurance Company | Vienna | VA | 06/2025 | 02/2026 |
| Trump National Golf Club | Sterling | VA | 05/2021 | 10/2021 |
| The Club At Creighton Farms | Aldie | VA | 08/2021 | 08/2022 |
| Oppenheimer And Co Inc. | Washington Dc | DC | 06/2023 | 08/2023 |
| Full Time Education | Sterling | VA | 08/2021 | 05/2022 |
| Oppenheimer And Co Inc. | Washington Dc | DC | 06/2024 | 08/2024 |
| Full Time Education | Mississippi State | MS | 08/2022 | 05/2023 |
| Full Time Education | Chantilly | VA | 08/2016 | 06/2021 |
| Full Time Education | Chantilly | VA | 08/2015 | 06/2017 |
| Full Time Education | Mississippi State | MS | 08/2023 | 05/2024 |
| Full Time Education | Mississippi State | MS | 08/2024 | 05/2025 |
| Charles Schwab & Co., Inc. | Leesburg | VA | 06/2026 | Present |
| Charles Schwab Bank | Leesburg | VA | 06/2026 | Present |
| Unemployed | Purcellville | VA | 02/2026 | 06/2026 |
1) Dulles Youth Sports | Investment Related:No|P.O. Box 561|Aldie|Virginia|20105|United States|Sports/Physical Recreation|Wrestling Coach|11/11/2025|Varies|0|Lead middle school wrestling practice 3 days per week (after business hours). Attend tournaments on Sundays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
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