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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-01 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 05/2026 | Present |
| Morgan Stanley | Alpharetta | GA | 11/2024 | 05/2026 |
| City Of Powder Springs | Powder Springs | GA | 07/2024 | 10/2024 |
| Full Time Education | Atlanta | GA | 08/2021 | 05/2024 |
| Full Time Education | Atlanta | GA | 08/2019 | 08/2021 |
| Tsunami Wave Woodstock Llc | Marietta | GA | 12/2018 | 06/2019 |
| Home Depot Inc. | Marietta | GA | 01/2021 | 06/2021 |
| Zoe's Kitchen | Marietta | GA | 08/2019 | 03/2020 |
| Fellini's Pizza | Decatur | GA | 07/2020 | 10/2020 |
| Whole Foods Market | Marietta | GA | 07/2022 | 09/2022 |
| International Rescue Committee | Atlanta | GA | 06/2023 | 12/2023 |
| Subway | Marietta | GA | 06/2018 | 11/2018 |
| Full Time Education | Marietta | GA | 11/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-21 |
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