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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-26 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
962 Houston Northcutt Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mt. Pleasant | SC | 06/2021 | Present |
| Perma Pools | Indianapolis | IN | 05/2020 | 08/2020 |
| Zeller Realty | Indianapolis | IN | 05/2019 | 08/2019 |
| Bru Burger | Plainfield | IN | 05/2018 | 05/2020 |
| Ball State University | Muncie | IN | 08/2017 | 05/2021 |
| Student | Plainfield | IN | 11/2011 | 07/2017 |
| Amazon | Plainfield | IN | 05/2017 | 08/2017 |
| Meijer | Plainfield | IN | 05/2015 | 05/2017 |
| Td Ameritrade, Inc. | Carmel | IN | 07/2023 | 06/2024 |
| Charles Schwab Bank, Ssb | Mt. Pleasant | SC | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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