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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windhaven Investment Management, Inc. | Boston | MA | 11/2010 | 03/2017 |
| Thomaspartners, Inc. | Boston | MA | 12/2012 | 03/2017 |
| Charles Schwab & Co., Inc. | Boston | MA | 03/2017 | 08/2017 |
| Charles Schwab Investment Advisory | Denver | CO | 01/2018 | 12/2020 |
| Windhaven Investment Management, Inc. | Boston | MA | 08/2017 | 03/2018 |
| Schwab Private Client Investment Advisory, Inc. | Boston | MA | 12/2020 | Present |
1) A.&Co.|Investment Related: No|2214 Washington Blvd, Ogden, UT, 84401, USA|Personal/Household Services|Minority Owner/Partner|1/18/2018|Less than 20 hour/month - 0 during trading hours|Provide strategic planning and management assistance., 2) Colbourne Patners, LLC.|Investment Related: No|37 Colbourne Crescent, Brookline, MA, 02445, USA|Private Investment LLC |Owner|2/1/2018|Less than 20 hour/month - 0 during trading hours|Managing owner of vehicle used to fund previously disclosed investment/ownership in AandCo salon., 3) Weber State University|Investment Related: No|3848 Harrison Blvd., Ogden, Utah, 84408, US|Education|Member of Investment Committee|8/28/2024|Less than 20 hour/month - 0 during trading hours|Oversee investment decisions of university endowment to ensure adherence to state board of regent rules and university policies. Oversee outside consultant (Common Fund). No direct investment authority.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
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