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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-28 |
Branch Locations
1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2019 | 02/2023 |
| Unemployed | Dunstable | MA | 04/2019 | 09/2019 |
| Mattressfirm/Sleepys | Nashua | NH | 08/2013 | 03/2019 |
| Charles Schwab & Co., Inc. | The Woodlands | TX | 03/2023 | Present |
| Td Ameritrade Inc. | Framingham | MA | 05/2023 | 05/2024 |
| Charles Schwab Bank Ssb | The Woodlands | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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