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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-19 |
Branch Locations
3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Atlanta | GA | 01/2015 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 01/2015 | 09/2024 |
| Schwab Wealth Advisory, Inc. | Atlanta | GA | 09/2024 | Present |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-24 |
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