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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-18

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Victaulic Company Easton PA 05/2023 08/2023
Captrust Allentown PA 05/2024 08/2024
Full Time Education Nazareth PA 07/2015 06/2017
Full Time Education Nazareth PA 08/2017 06/2021
Full Time Education Owings Mills MD 08/2021 05/2023
Full Time Education Bethlehem PA 08/2023 05/2025
Charles Schwab & Co., Inc. Brookline MA 07/2025 Present
Unemployed Bethlehem PA 05/2025 07/2025
  • 05/2023 → 08/2023
    Victaulic Company
    Easton, PA
  • 05/2024 → 08/2024
    Captrust
    Allentown, PA
  • 07/2015 → 06/2017
    Full Time Education
    Nazareth, PA
  • 08/2017 → 06/2021
    Full Time Education
    Nazareth, PA
  • 08/2021 → 05/2023
    Full Time Education
    Owings Mills, MD
  • 08/2023 → 05/2025
    Full Time Education
    Bethlehem, PA
  • 07/2025 → Present
    Brookline, MA
  • 05/2025 → 07/2025
    Unemployed
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24

View on SEC IAPD

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