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Account
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200 Park Avenue, New York, NY 10166 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-03-06 |
| AK | RA | APPROVED | 2022-12-21 |
| AZ | RA | APPROVED | 2022-12-16 |
| ND | RA | APPROVED | 2022-12-13 |
| RI | RA | APPROVED | 2022-12-13 |
| IL | RA | APPROVED | 2022-12-12 |
| KY | RA | APPROVED | 2022-12-12 |
| LA | RA | APPROVED | 2022-12-12 |
| OK | RA | APPROVED | 2022-12-12 |
| SC | RA | APPROVED | 2022-12-12 |
| VA | RA | APPROVED | 2022-12-12 |
| NM | RA | APPROVED | 2022-12-09 |
| GA | RA | APPROVED | 2022-12-08 |
| TX | RA | APPROVED_RES | 2022-12-08 |
| IN | RA | APPROVED | 2022-12-07 |
| ME | RA | APPROVED | 2022-12-07 |
Branch Locations
200 Park Avenue, New York, NY 10166 • United States
5780 Powers Ferry Road, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Investments | Johns Creek | GA | 06/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 05/2018 | 12/2022 |
| Charles Schwab Bank | Atlanta | GA | 05/2018 | 04/2020 |
| Unemployed | Atlanta | GA | 06/2017 | 05/2018 |
| Charles Schwab Trust Bank | Atlanta | GA | 04/2020 | 12/2022 |
| Voya Investment Management | Atlanta | GA | 12/2022 | Present |
| Voya Investments Distributor, Llc | Windsor | CT | 12/2022 | Present |
| Voya Investment Management Co, Llc | New York | NY | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-17 |
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