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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| AZ | RA | APPROVED | 2023-09-05 |
Branch Locations
1400 Page Mill Road, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lynnwood | WA | 01/2015 | 03/2017 |
| Charles Schwab Bank | Lynnwood | WA | 01/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 03/2017 | 04/2017 |
| Bank Of America, N.A. | Roseville | CA | 03/2017 | 05/2018 |
| Northern Arizona University | Flagstaff | AZ | 03/2016 | 03/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2018 | 03/2021 |
| Charles Schwab Bank | Phoenix | AZ | 12/2018 | 03/2021 |
| Hitbridge, Llc | Elkgrove | CA | 05/2018 | 11/2018 |
| E*Trade Securities Llc | Tempe | AZ | 09/2021 | 09/2023 |
| E*Trade Capital Management Llc | Tempe | AZ | 09/2021 | 09/2023 |
| Hitbridge, Llc | Gilbert | AZ | 03/2021 | 08/2021 |
| Morgan Stanley | Palo Alto | AZ | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-04 |
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