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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Charlotte | NC | 07/2021 | Present |
| Imc Financial Markets | New York | NY | 08/2014 | 11/2020 |
| New Jersey City University | Jersey City | NJ | 01/2017 | 12/2020 |
| Vanguard | Charlotte | NC | 06/2021 | 07/2021 |
| Unemployed | Charlotte | NC | 12/2020 | 06/2021 |
| Charles Schwab Bank, Ssb | Charlotte | NC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-07 |
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