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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED | 2022-09-16 |
Branch Locations
110 Merrick Way Suite 1, Coral Gables, FL 33134-5236 • United States
801 Brickell Ave Suite 640, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cameron Dolby | Merrifield | VA | 04/2018 | 08/2018 |
| Law Office Of Kira Anne West | Washington | DC | 05/2017 | 03/2021 |
| Charles Schwab & Co., Inc. | Coral Gables | FL | 06/2021 | Present |
| James Madison Highschool | Vienna | VA | 09/2013 | 06/2017 |
| Hampden-Sydney College | Hampden-Sydney | VA | 08/2017 | 05/2021 |
| Charles Schwab Bank, Ssb | Coral Gables | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
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