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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-03-21 |
Branch Locations
1108 Environ Way, Chapel Hill, NC 27517-4418 • United States
4313 Glenwood Avenue, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Raleigh | NC | 08/2016 | 01/2018 |
| Charles Schwab & Co., Inc. | Chapel Hill | NC | 03/2018 | Present |
| Charles Schwab Bank | Chapel Hill | NC | 03/2018 | Present |
1) Alphabeta, Inc | Investment Related:No|590 Madison Ave 22nd fl|New York|NY|10022|USA|Computer Software|Independent Consultant|11/1/2017|20-40|0|Leverage my relationships in Latin America to introduce for adoption the computer software Alphabeta Guide to universities/educational institutions in Latin America.The founder and I went to Tulane years ago.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-04 |
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