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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-21 |
Branch Locations
7825 Washington Ave S, Minneapolis, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Health And Fitness Center | Waukesha | WI | 09/2015 | 08/2017 |
| University Of Wisconsin Madison | Madison | WI | 09/2016 | 05/2020 |
| Food And Beverage Services | Madison | WI | 10/2017 | 05/2019 |
| Memorial Union | Madison | WI | 05/2018 | 10/2019 |
| Aerie Preferred Financial Group Llc | Madison | WI | 06/2019 | 12/2019 |
| Farmers Insurance | Milwaukee | WI | 06/2019 | 08/2019 |
| Memorial Union | Madison | WI | 07/2019 | 08/2019 |
| Memorial Union | Madison | WI | 01/2019 | 02/2019 |
| University Of Wisconsin Madison | Madison | WI | 04/2013 | 05/2020 |
| Ameriprise Financial | Minneapolis | MN | 06/2020 | 03/2023 |
| Farmers Insurance | Greendale | WI | 03/2023 | 10/2023 |
| Farmers Financial Solutions | Greendale | WI | 04/2023 | 10/2023 |
| Charles Schwab & Co., Inc. | Minneapolis | MN | 10/2023 | Present |
| Charles Schwab Bank Ssb | Wayzata | MN | 11/2023 | 07/2025 |
| Schwab Wealth Advisory, Inc | Minneapolis | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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