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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Midlothian, VA • United States
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
2 disclosure categories 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. | Richmond | VA | 05/1999 | 01/2021 |
| Schwab Private Client Invest Advisory Inc | Phoenix | AZ | 03/2015 | 09/2018 |
| Charles Schwab Bank Ssb | Richmond | VA | 09/2018 | 01/2021 |
| Fidelity Investments | Midlothian | VA | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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