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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 10/2018 | 05/2025 |
| Dayton Freight Lines | West Chester | OH | 04/2015 | 05/2018 |
| Fast Track It | Blue Ash | OH | 05/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-16 |
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