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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2015 | 02/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2024 |
| Charles Schwab & Co., Inc. | Eugene | OR | 02/2024 | Present |
| Charles Schwab Bank, Ssb | Eugene | OR | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-28 |
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