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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomaspartners Investment Management, Inc | Boston | MA | 10/2014 | 03/2018 |
| Charles Schwab Investment Advisory, Inc. | Lone Tree | CO | 01/2018 | 12/2021 |
| Windhaven Investment Management | Lone Tree | CO | 05/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2020 | Present |
| Schwab Wealth Advisory Inc. | Lone Tree | CO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-15 |
| S66 | Uniform Combined State Law Examination | 2003-03-06 |
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