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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Charlotte | NC | 09/2024 | 08/2025 |
| Full Time Education | Lakewood | OH | 06/2015 | 05/2019 |
| Full Time Education | Charlotte | NC | 06/2019 | 05/2023 |
| University Of North Carolina | Charlotte | NC | 01/2020 | 06/2023 |
| Parking Management Company | Charlotte | NC | 07/2022 | 07/2023 |
| Benchmark Physical Therapy | Huntersville | NC | 06/2023 | 08/2024 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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