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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 03/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 07/2017 | 02/2018 |
| Bank Of America, N.A. | Cincinnati | OH | 07/2017 | 02/2018 |
| Fidelity Brokerage Services Llc | Covington | KY | 02/2018 | 05/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Td Ameritrade, Inc. | Cincinnati | OH | 06/2019 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Cincinnati | OH | 06/2019 | 12/2022 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 01/2022 | 03/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2024 | 07/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 03/2024 | 07/2025 |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 11/2022 | 03/2024 |
| N/A | Union | KY | 07/2025 | 10/2025 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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