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Advisor at CHARLES SCHWAB & CO., INC.
Alpharetta, GA | Atlanta, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 22, 2025 | n/a | yes | Atlanta, GA|Alpharetta, GA | Current employment |
| INVESCO ADVISERS, INC. | Asset manager | May 19, 2017 | Sep 2, 2025 | no | Houston, TX|Atlanta, GA|ATLANTA, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 18, 2014 | May 10, 2017 | no | VILLE PLATTE, LA|SAN DIEGO, CA|BEACHWOOD, OH|VILLE PLATTE, LA|VILLE PLATTE, LA | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Oct 28, 2013 | Nov 18, 2014 | no | VILLE PLATTE, LA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 7, 2011 | Oct 28, 2013 | no | Maryland Heights, MO|Maryland Heights, MO|VILLE PLATTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | CHARLES SCHWAB & CO., INC. | Sep 2, 2025 | Oct 22, 2025 | 50 | Firm change | Other |
| LPL FINANCIAL LLC | INVESCO ADVISERS, INC. | May 10, 2017 | May 19, 2017 | 9 | Firm change | Other |
| STRATOS WEALTH PARTNERS, LTD | LPL FINANCIAL LLC | Nov 18, 2014 | Nov 18, 2014 | 0 | Firm change | Other |
| EDWARD JONES | STRATOS WEALTH PARTNERS, LTD | Oct 28, 2013 | Oct 28, 2013 | 0 | Firm change | Other |