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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephani Samaras | Denver | CO | 10/2015 | Present |
| Northwestern Mutual Investment Services Llc | Denver | CO | 05/2016 | Present |
| Northwestern Mutual | Denver | CO | 10/2015 | 01/2018 |
| Chris A Courtney | Milwaukee | WI | 01/2018 | 05/2018 |
| Td Ameritrade | Southlake | TX | 05/2018 | 06/2024 |
| Charles Schwab And Co., Inc. | Westlake | TX | 06/2024 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-03 |
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