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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 02/2012 | 08/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2024 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 08/2024 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 08/2024 | Present |
1) Frolfer LLC | Investment Related:No|Retail|Owner|1/1/2024|Less than 20|0|This is a very small business I own. It is related to disc golf. I play disc golf, organize disc golf events locally, and sell disc golf related merchandise like shirts, discs, shorts, trophies, etc. There are no financial or investment related responsibilities. , 2) Product Tester | Investment Related:No|Other|associate|9/27/2025|Less than 20|0|I would test products and write reviews on those products on Amazon. I will be given the product for free by buying it first, reviewing it, then I would get reimbursed for what I paid for it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-18 |
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