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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-15 |
| CA | RA | APPROVED | 2023-08-16 |
| IN | RA | APPROVED | 2022-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Carmel | IN | 11/2014 | 09/2018 |
| State Farm Vp Management Corp | Carmel | IN | 11/2014 | 09/2018 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 11/2018 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 02/2022 | Present |
| Schwab Wealth Advisory, Inc. | San Francisco | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-17 |
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