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5 Beach Street, Vineyard Haven, MA 02568 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 08/2007 | 11/2020 |
| Charles Schwab Bank | Tysons Corner | VA | 11/2012 | 11/2020 |
| Martha'S Vineyard Savings Bank | West Tisbury | MA | 12/2020 | 10/2024 |
| Lpl Financial Llc | West Tisbury | MA | 12/2020 | 10/2024 |
| Martha's Vineyard Investment Advisors, Llc | West Tibury | MA | 12/2020 | 10/2024 |
| Vineyard Wealth Group, Llc | West Tisbury | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
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