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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 12/2020 | 06/2025 |
| Charles Schwab Bank, Ssb | Pleasanton | CA | 12/2020 | 06/2022 |
| Midtown Partners & Co. Llc. | New York | NY | 05/2019 | 08/2019 |
| New York University | New York | NY | 09/2016 | 05/2020 |
| Softinway Incorporated | New York | NY | 06/2018 | 08/2018 |
| Supercom Incorporated | New York | NY | 06/2017 | 08/2017 |
| Unemployed | New York | NY | 05/2020 | 11/2020 |
| Schwab Wealth Advisory, Inc. | San Francisco | CA | 06/2022 | 06/2025 |
| Lpl Enterprise Llc | San Jose | CA | 08/2025 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
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