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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-07 |
| VA | RA | APPROVED | 2023-06-06 |
Branch Locations
25 Banks Ford Pkwy, Fredericksburg, VA 22406 • United States
9659 Patriot Hwy,, Fredericksburg, VA 22407 • United States
2931 Plank Rd, Fredericksburg, VA 22401 • United States
830 Wonder Rd, Suite 120, Stafford, VA 22554 • United States
40 Prosperity Ln, Stafford, VA 22556 • 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 Bank Ssb | Reston | VA | 04/2016 | 05/2023 |
| Charles Schwab & Co., Inc. | Reston | VA | 04/2016 | 05/2023 |
| J.P. Morgan Securities Llc | Woodbridge | VA | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Woodbridge | VA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-25 |
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