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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-04-11
WA RA APPROVED 2024-11-25
  • AK RA
    APPROVED
    Since 2026-04-11
  • WA RA
    APPROVED
    Since 2024-11-25

Branch Locations

1400 W Benson Blvd Suite 180, Anchorage, AK 99503-3688 • 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
Charles Schwab & Co., Inc. Anchorage AK 03/2022 Present
Charles Schwab Bank, Ssb Anchorage AK 03/2022 Present
Td Ameritrade Svc Co., Inc. Anchorage AK 11/2018 01/2021
Best Buy Anchorage AK 09/2014 08/2018
Advancial Federal Credit Union Anchorage AK 03/2021 03/2022
  • 03/2022 → Present
    Anchorage, AK
  • 03/2022 → Present
    Charles Schwab Bank, Ssb
    Anchorage, AK
  • 11/2018 → 01/2021
    Td Ameritrade Svc Co., Inc.
    Anchorage, AK
  • 09/2014 → 08/2018
    Best Buy
    Anchorage, AK
  • 03/2021 → 03/2022
    Advancial Federal Credit Union
    Anchorage, AK
Other Businesses

1) Odom Corporation | Investment Related:No|6300 Changepoint Dr|Anchorage|AK|99518|USA|Retail|Merchandiser|6/3/2026|Less than 20|0|Stocking, cleaning, moving canned goods.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06

View on SEC IAPD

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