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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2022-01-19 |
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. | Reston | VA | 05/2018 | Present |
| Charles Schwab Bank, Ssb | Reston | VA | 05/2018 | Present |
| Strayer University | Chantilly | VA | 04/2014 | 04/2018 |
| Td Ameritrade, Inc. | Reston | VA | 01/2022 | 12/2022 |
| Td Ameritrade Investment Management, Llc. | Reston | VA | 01/2022 | 12/2022 |
| Charles Schwab And Co., Inc. | Reston | VA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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