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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-12 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
One International Place, Boston, MA 02110-2600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boston | MA | 05/2020 | Present |
| Starbucks | Methuen | MA | 09/2017 | 01/2020 |
| Barnes And Noble | Salem | NH | 09/2014 | 09/2017 |
| Unemployed | Killeen | TX | 01/2020 | 05/2020 |
| Charles Schwab Bank, Ssb | Boston | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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