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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
Two International Place 29Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boston | MA | 07/2016 | 06/2019 |
| Charles Schwab Bank | Boston | MA | 07/2016 | 06/2019 |
| Citizens Securities, Inc. | Woburn | MA | 07/2019 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 06/2025 |
| Enterprise Investment Services | Lowell | MA | 02/2022 | 06/2025 |
| Pnc Investments Llc | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-06 |
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