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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-05
VA RA APPROVED 2022-08-09
DC RA APPROVED 2021-03-24
  • MD RA
    APPROVED
    Since 2023-12-05
  • VA RA
    APPROVED
    Since 2022-08-09
  • DC RA
    APPROVED
    Since 2021-03-24

Branch Locations

12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliance Bernstein Washington DC 08/2018 12/2020
Rj Reynolds Washington DC 06/2017 08/2018
Park At Fourteenth Washington DC 11/2017 05/2018
University Of South Carolina Columbia SC 08/2013 05/2017
Public House Columbia SC 08/2016 06/2017
Forest Lake Country Club Columbia SC 02/2017 06/2017
Charles Schwab & Co., Inc. Potomac MD 01/2021 Present
Charles Schwab Bank, Ssb Potomac MD 01/2021 Present
  • 08/2018 → 12/2020
    Alliance Bernstein
    Washington, DC
  • 06/2017 → 08/2018
    Rj Reynolds
    Washington, DC
  • 11/2017 → 05/2018
    Park At Fourteenth
    Washington, DC
  • 08/2013 → 05/2017
    University Of South Carolina
    Columbia, SC
  • 08/2016 → 06/2017
    Public House
    Columbia, SC
  • 02/2017 → 06/2017
    Forest Lake Country Club
    Columbia, SC
  • 01/2021 → Present
    Potomac, MD
  • 01/2021 → Present
    Charles Schwab Bank, Ssb
    Potomac, MD
Other Businesses

1) AWIL Squared LLC /Wilmore Properties | Investment Related:No|Real Estate (Non-Agent/Broker)|Co-Owner and registered agent|5/31/2023|Less than 20|0|As registered agent, my duties include forwarding any paperwork to my husband that the state of MD sends to me. I believe any legal documents like subpoenas, fines, etc. will be sent to me initially and it is my job to send it to my husband. And as co-owner, I assist with client experience, lease agreements, and other administrative tasks. My husband is the main face and active owner of the company and handles the day-to-day operations. I am in the background and will help as needed. , 2) Poshmark/Depop | Investment Related:No|Retail|Seller|1/2/2023|Less than 20|0|I re-sell my clothes on applications like Poshmark and Depop. , 3) AWIL HOLDINGS LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member|10/2/2025|Less than 20|0|Business primary point of contact for any legal notices, making sure business stays in compliance and forwarding any tax, legal documentation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
  • S66 Uniform Combined State Law Examination
    2021-03-12
Other Names
  • Alison Huh
  • Ali Huh
  • Alison Jiyin Huh

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