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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-05 |
| CO | RA | APPROVED | 2023-06-20 |
| SC | RA | APPROVED | 2021-11-11 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-09 |
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