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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED_RES | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2016 | 02/2023 |
| Unemployed | Boston | MA | 02/2023 | 08/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | 11/2024 |
| Freedom Trail Financial | Boston | MA | 08/2024 | 11/2024 |
| N/A | Wakefield | MA | 11/2024 | 02/2025 |
| Charles Schwab & Co, Inc | Boston | MA | 03/2025 | Present |
| Schwab Wealth Advisory, Inc | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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