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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-23 |
| MD | RA | APPROVED | 2007-03-05 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • 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. | Bethesda | MD | 11/2006 | Present |
| Charles Schwab Bank | Bethesda | MD | 11/2006 | Present |
start date 07/01/2021, Connelly School of the holy child, Education Board member, 9029 Bradley Blvd. Potomac, MD 20854 As a member of the Board of Trustees, my responsibility is to support the Head of School, uphold the school's mission, and assist in all matters affecting the health and vitality of the school which we hold in trust for future generation. Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-21 |
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