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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-29 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | New Lenox | IL | 08/2015 | 07/2017 |
| Full Time Education | New Lenox | IL | 08/2017 | 05/2021 |
| Prestwick Country Club | Frankfort | IL | 06/2020 | 05/2021 |
| Legends Grill & Bar | Mokena | IL | 06/2021 | 10/2021 |
| Flagler Steakhouse | Palm Beach | FL | 06/2023 | 05/2024 |
| Palm Beach Accountable Care Organization | Palm Springs | FL | 06/2024 | 09/2024 |
| Costco Wholesale | Palm Beach Gardens | FL | 11/2024 | 01/2025 |
| Uber Eats | San Francisco | CA | 10/2024 | 10/2024 |
| Full Time Education | Urbana | IL | 08/2021 | 05/2024 |
| Charles Schwab & Co., Inc. | Palm Beach Gardens | FL | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Palm Beach Gardens | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-26 |
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