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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 02/2019 | 02/2022 |
| Unemployed | Charlotte | NC | 05/2018 | 02/2019 |
| Appalachian State University | Boone | NC | 08/2014 | 05/2018 |
| Appalachian State University Food Services | Boone | NC | 01/2017 | 05/2017 |
| Charles Schwab & Co., Inc. | Raleigh | NC | 03/2022 | Present |
| Charles Schwab Bank Ssb | Raleigh | NC | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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