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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Sunnyvale | CA | 07/2006 | 09/2016 |
| Lpl Financial, Llc | Sunnyvale | CA | 09/2016 | 03/2020 |
| Strategic Wealth Advisors Group, Llc | San Mateo | CA | 09/2016 | 11/2016 |
| Charles Schwab & Co., Inc. | Campbell | CA | 03/2020 | Present |
| Charles Schwab Bank | Campbell | CA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-20 |
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