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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2011 | 03/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2017 | 10/2018 |
| Citizens Bank | Fort Washington | PA | 11/2018 | 07/2019 |
| Citizens Securities Inc. | Fort Washington | MA | 11/2018 | 07/2019 |
| Charles Schwab And Co., Inc. | Westlake | TX | 07/2019 | Present |
| Charles Schwab Bank | Wayne | PA | 07/2019 | 05/2026 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-08 |
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