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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-15 |
| TX | RA | APPROVED | 2021-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2019 | 04/2021 |
| Campus Crusade For Christ | Orlando | FL | 01/2015 | 06/2019 |
| Madison Avenue Securities, Llc | San Diego | CA | 04/2021 | 09/2021 |
| Ae Wealth Management | Topeka | KS | 04/2021 | 09/2021 |
| Schwab Wealth Advisory Inc | Orlando | FL | 09/2021 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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