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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-10-26 |
Branch Locations
520 Cool Springs Blvd, Franklin, TN 37067 • United States
4012-B Hillsboro Pike Suite 103, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Nashville | TN | 06/2019 | Present |
| Core Finance | Indianapolis | IN | 01/2019 | 04/2019 |
| Butler University Tableware Everywhere | Indianapolis | IN | 08/2018 | 12/2018 |
| Reedy Financial Group | Indianapolis | IN | 05/2018 | 08/2018 |
| 217 Volleyball Club | Windsor | IL | 01/2016 | 08/2017 |
| Old National Bank Center For Closely Held Businesses | Indianapolis | IN | 08/2018 | 12/2018 |
| Butler University | Indianapolis | IN | 08/2016 | 08/2017 |
| Student | Indianapolis | IN | 08/2017 | 05/2018 |
| Lake Land College | Mattoon | IL | 10/2015 | 07/2017 |
| Charles Schwab Bank, Ssb | Nashville | TN | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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