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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| VA | RA | APPROVED | 2025-04-29 |
Branch Locations
1650 Tysons Blvd, Suite #150 & #180,, Tyson Corner, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Hermes | Pittsburgh | PA | 06/2016 | 03/2020 |
| Keeney Financial Group, Inc./Triad Advisors, Llc | Columbia | MD | 03/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Tysons Corner | VA | 07/2021 | 04/2025 |
| Schwab Wealth Advisory , Inc | Tyson Corner | VA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
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