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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
| VA | RA | APPROVED | 2023-04-25 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Arlington | VA | 05/2015 | 01/2018 |
| Suntrust Investment Services | Atlanta | GA | 06/2015 | 01/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 01/2018 |
| Charles Schwab & Co., Inc | Tysons Corner | VA | 01/2018 | Present |
| Schwab Wealth Advisory Inc | Tysons Corner | VA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-21 |
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