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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2017-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2014 | 11/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 01/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2016 | 01/2017 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 01/2017 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-18 |
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