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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Brea | CA | 07/2019 | 01/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2024 | 11/2024 |
| Unemployed | Brea | CA | 01/2024 | 04/2024 |
| Charles Schwab & Co., Inc. | Brea | CA | 09/2006 | 01/2024 |
| Fidelity Investments | Brea | CA | 11/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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