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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-15 |
| NJ | RA | APPROVED | 2021-06-24 |
| TX | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Red Bank | NJ | 06/2020 | 06/2021 |
| Hilco Real Estate Appraisal | East Greenbush | NY | 09/2017 | 06/2018 |
| Csbk | Clifton | NJ | 07/2017 | 08/2017 |
| World Remit | London | 09/2016 | 12/2016 | |
| Ipreo | New York | NY | 06/2016 | 08/2018 |
| Siena College | Loudonville | NJ | 09/2014 | 05/2018 |
| Charles Schwab Bank, Ssb | Red Bank | NJ | 06/2020 | 06/2021 |
| J.P. Morgan Securities Llc | New York | NY | 06/2021 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Irving | TX | 08/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Irving | TX | 08/2018 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-14 |
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