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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Petersburg | FL | 07/2019 | 05/2024 |
| First Commerce Credit Union | Tallahassee | FL | 06/2018 | 07/2019 |
| Regions Bank | Tallahassee | FL | 03/2017 | 05/2018 |
| Electronet Broadband Communications | Tallahassee | FL | 02/2016 | 03/2017 |
| Charles Schwab Bank, Ssb | St. Petersburg | FL | 04/2022 | Present |
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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