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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-02 |
Branch Locations
1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Alexandria | VA | 05/2016 | Present |
| Charles Schwab Bank | Leesburg | VA | 04/2018 | 04/2019 |
| Charles Schwab Bank, Ssb | Alexandria | VA | 10/2021 | Present |
Lyft|Investment Related:No|Travel/Transportation/Tourism|Driver|2023-04-15|Hours Per Month:Less than 20|HoursSpent during Security Trading:0|Driver Sensor Tower|Investment Related:No|Advertising|Contractor|2024-03-01|HoursPerMonth:More than 40|HoursSpentduringSecurityTrading:0|I will be doing QA on work done by overseas employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
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