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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-08 |
Branch Locations
915 Broadway Ground Floor, New York City, NY 10010 • 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 |
|---|---|---|---|---|
| Victory Capital Advisers | Brooklyn | OH | 11/2015 | 04/2025 |
| Unemployed | Bayville | NY | 05/2025 | 12/2025 |
| Charles Schwab Bank | New York | NY | 01/2026 | Present |
| Charles Schwab & Co., Inc. | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-24 |
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