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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-15 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgill Law School | Montreal | 06/2019 | 01/2023 | |
| Aetna | Boyds | MD | 08/2019 | 11/2019 |
| Mutual Of Omaha | Boyds | MD | 07/2019 | 11/2019 |
| Full Time Education | New Haven | CT | 09/2009 | 05/2018 |
| Bankers Life | Gaithersburg | MD | 11/2020 | 04/2025 |
| Unemployed | Boyds | MD | 05/2018 | 05/2019 |
| University Of California Santa Barbara | Santa Barbara | CA | 10/2017 | 11/2017 |
| Bankers Life Securities, Inc | Gaithersburg | MD | 11/2020 | 04/2025 |
| Bankers Life Advisory Services, Inc | Gaithersburg | MD | 01/2023 | 04/2025 |
| Charles Schwab & Co., Inc. | Gaithersburg | MD | 04/2025 | Present |
| Charles Schwab Bank | Gaithersburg | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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