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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-01-09 |
Branch Locations
200 West Lancaster Ave, Wayne, PA 19087-4046 • United States
2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Wayne | PA | 02/2012 | Present |
| Charles Schwab Bank | Wayne | PA | 02/2012 | Present |
Star date 12/01/2015, Musicopia, Performing/Fine Arts, Board Member Musicopia is a 501(c)(3) corporation that provides financial and educational support to underfunded grade school music programs. I have been asked to take a position on their Board working with their Finance Committee. Funds are held in a demand account. My role will be effectively allocate and prioritize funds to the various programs. Philadelphia, PA, Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-29 |
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