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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-13 |
Branch Locations
132 Nassau St Floor 1, Princeton, NJ 08542-7006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | Plainsboro | NJ | 04/2007 | 04/2022 |
| Charles Schwab & Co., Inc | Princeton | NJ | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Princeton | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-06 |
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