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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-24
  • VA RA
    APPROVED
    Since 2025-10-24

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • 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
Charles Schwab & Co., Inc. Tysons Corner VA 07/2025 Present
Wallace Capital Management Dallas TX 06/2024 08/2024
Unemployed Malvern PA 06/2015 06/2021
Creative Financial Group Newtown Square PA 06/2023 06/2023
Kathmere Capital Management Wayne PA 05/2022 07/2022
Full Time Education Malvern PA 06/2021 06/2025
  • 07/2025 → Present
    Tysons Corner, VA
  • 06/2024 → 08/2024
    Wallace Capital Management
    Dallas, TX
  • 06/2015 → 06/2021
    Unemployed
    Malvern, PA
  • 06/2023 → 06/2023
    Creative Financial Group
    Newtown Square, PA
  • 05/2022 → 07/2022
    Kathmere Capital Management
    Wayne, PA
  • 06/2021 → 06/2025
    Full Time Education
    Malvern, 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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