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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc | Woburn | MA | 05/2015 | 04/2018 |
| Citizens Bank | Woburn | MA | 05/2015 | 04/2018 |
| Citizens Securities Inc. | Arlington | MA | 04/2018 | 08/2021 |
| Citizens Bank | Arlington | MA | 04/2018 | 08/2021 |
| Charles Schwab & Co., Inc. | Burlington | MA | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Burlington | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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