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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2019 | Present |
| Sourceone, Inc. | Boston | MA | 05/2017 | 08/2017 |
| Sturgis Charter Public School | Hyannis | MA | 11/2018 | 02/2019 |
| Umass Amherst | Amherst | MA | 08/2017 | 11/2018 |
| Umass Amherst | Amherst | MA | 09/2016 | 05/2017 |
| Schwab Wealth Advisory Inc | Westlake | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
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