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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Recyle A Bicycle | Brooklyn | NY | 07/2014 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 10/2019 |
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2019 | 06/2020 |
| Anthony Williams | New York | NY | 10/2019 | 06/2020 |
| Tommy Chen | New York | NY | 10/2019 | 06/2020 |
| Morgan Stanley | Temple Terrace | FL | 11/2020 | 04/2022 |
| Unemployed | Bronx | NY | 06/2020 | 11/2020 |
| Water Walker Investments | Tampa | FL | 04/2022 | 03/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 04/2023 | 10/2024 |
| Charles Schwab Premier Bank, Ssb | Orlando | FL | 04/2023 | 10/2024 |
| Charles Schwab Trust Bank, Ssb | Orlando | FL | 04/2023 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-30 |
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