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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-09-13 |
Branch Locations
3314 Peachtree Road, Atlanta, GA 30326-1001 • United States
1105 Hammond Drive, Sandy Springs, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 07/2018 | Present |
| Capstone Financial | Atlanta | GA | 05/2017 | 08/2018 |
| Student | Marietta, Kennesaw, Athens, Boulder | GA | 08/2008 | 05/2018 |
| Charles Schwab Bank | Atlanta | GA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-12 |
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