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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-05
CO RA APPROVED 2023-06-20
SC RA APPROVED 2021-11-11
TX RA APPROVED 2020-12-09
  • VA RA
    APPROVED
    Since 2026-03-05
  • CO RA
    APPROVED
    Since 2023-06-20
  • SC RA
    APPROVED
    Since 2021-11-11
  • TX RA
    APPROVED
    Since 2020-12-09

Branch Locations

1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Alexandria VA 02/2020 Present
Cygnus Technologies Southport NC 12/2018 02/2020
New Hanover Regional Medical Center Wilmington NC 02/2017 12/2018
Oceanic Wrightsville Beach NC 07/2015 09/2020
Charles Schwab Bank, Ssb Alexandria VA 08/2021 Present
Td Ameritrade Inc. Fort Collins CO 07/2023 06/2024
  • 02/2020 → Present
    Alexandria, VA
  • 12/2018 → 02/2020
    Cygnus Technologies
    Southport, NC
  • 02/2017 → 12/2018
    New Hanover Regional Medical Center
    Wilmington, NC
  • 07/2015 → 09/2020
    Oceanic
    Wrightsville Beach, NC
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Alexandria, VA
  • 07/2023 → 06/2024
    Td Ameritrade Inc.
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-09
  • S66 Uniform Combined State Law Examination
    2020-12-09

View on SEC IAPD

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