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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-22 |
| NH | RA | APPROVED | 2020-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Manchester | NH | 07/2016 | 07/2020 |
| Charles Schwab Bank | Manchester | NH | 07/2016 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 07/2020 | Present |
| Bank Of America N.A. | Manchester | NH | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-06 |
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