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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-03 |
Branch Locations
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bethesda | MD | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Bethesda | MD | 06/2021 | Present |
| Georgetown University | Washington | DC | 02/2018 | 05/2021 |
| Fresh Thyme Farmer's Market | Worthington | OH | 01/2017 | 05/2017 |
| Thomas Worthington High School | Worthington | OH | 11/2015 | 05/2017 |
| Georgetown University | Washington | DC | 08/2017 | 05/2021 |
1) National Football League|Investment Related: No|21300 Coach Gibbs Dr, Ashburn, VA, 20147, US|Entertainment Venues/Theaters|Marching Band Member|7/16/2022|Less than 20 hour/month - 0 during trading hours|I perform as a member of the Washington Commanders Drumline during home games and team events 2) Arlington Public Schools|Investment Related:No|5200 Yorktown Blvd.;Arlington;VA;22207;USA|Education|Coach - Indoor Percussion Instructor|2024-12-18|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Instruct students in the indoor percussion art for the Arlington Indoor Percussion season
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-30 |
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