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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 | 2026-02-09 |
| VA | RA | APPROVED | 2024-04-25 |
Branch Locations
1650 Tysons Blvd Suite 150 & 180, Tysons Corner, VA 22102-4856 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 06/2011 | Present |
| Charles Schwab Bank, Ssb | Gaithersburg | MD | 09/2014 | 03/2024 |
| Schwab Wealth Advisory, Inc. | Tysons Corner | VA | 03/2024 | Present |
| Td Ameritrade, Inc. | Gaithersburg | MD | 09/2022 | 03/2024 |
1) 521 N Streeper St LLC | Investment Related:No|4530 Raleigh Ave. #203|Alexandria|VA|22304|USA|Real Estate (Non-Agent/Broker)|Owner|11/24/2020|Less than 20|0|Ownership of LLC that is created for ownership of rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-07 |
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