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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
| NY | RA | APPROVED | 2022-11-03 |
Branch Locations
500 East Broward Blvd Suite 101, Fort Lauderdale, FL 33394 • United States
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Lauderdale | FL | 06/2021 | Present |
| Howard County Parks And Recreation | Columbia | MD | 04/2015 | 03/2019 |
| Turf Valley Resort And Golf | Ellicott City | MD | 03/2019 | 08/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2020 | 08/2020 |
| Marriotts Ridge High School | Marriottsville | MD | 08/2014 | 06/2017 |
| Salisbury University | Salisbury | MD | 08/2017 | 05/2021 |
| Charles Schwab Bank, Ssb | Fort Lauderdale | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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