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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-26 |
Branch Locations
12265 El Camino Real Unit 300, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Tysons Corner | VA | 06/2019 | 05/2022 |
| Hilltop Wealth Advisors | Chapel Hill | NC | 10/2017 | 05/2019 |
| Charles Schwab & Co | Santa Monica | CA | 06/2018 | 08/2018 |
| North Carolina State University | Raleigh | NC | 09/2016 | 09/2017 |
| Charles Schwab Bank, Ssb | Tysons Corner | VA | 11/2020 | 05/2022 |
| Dowling & Yahnke, Llc | San Diego | CA | 05/2022 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient | San Diego | CA | 09/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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