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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-02-02 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Edina | MN | 06/2019 | Present |
| The Mather Group | Chicago | IL | 06/2018 | 08/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2019 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2018 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2017 |
| Ferry Capital Management | Edina | MN | 05/2017 | 07/2017 |
| Charles Schwab Bank, Ssb | Edina | MN | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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