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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-30 |
| PA | RA | APPROVED | 2019-03-06 |
Branch Locations
1030 Stony Hill Rd Unit 1, Yardley, PA 19067-5500 • United States
200 West Lancaster Ave, Wayne, PA 19087-4046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Plantation | FL | 11/2015 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 08/2017 | 02/2019 |
| Bank Of America, N.A. | Philadelphia | PA | 09/2017 | 02/2019 |
| Charles Schwab & Co., Inc. | Yardley | PA | 02/2019 | Present |
| Charles Schwab Bank | Yardley | PA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
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