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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
1426 Massachusetts Ave, Canbridge, MA 02138 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Strategic Distributors, Llc | Boston | MA | 02/2025 | 10/2025 |
| Mass Mutual Strategic Distributors, Llc | Boston | MA | 05/2025 | 10/2025 |
| Leahmaia Liquors Inc. | Scituate | MA | 05/2024 | 02/2025 |
| Providence College | Providence | RI | 05/2023 | 05/2024 |
| Rk Centers | Needham | MA | 10/2022 | 05/2023 |
| Crosspoint Associates | Newton | MA | 11/2020 | 10/2022 |
| Starland Sportsplex & Fun Park | Hanover | MA | 06/2020 | 10/2020 |
| Eastern Retail Properties | Braintree | MA | 05/2019 | 08/2019 |
| Full Time Education | Providence | RI | 08/2016 | 05/2020 |
| Starland Sportsplex & Fun Park | Hanover | MA | 06/2018 | 08/2018 |
| Camp Burgess And Hayward | Sandwich | MA | 06/2017 | 08/2017 |
| Waterstone Properties Group | Needham | MA | 12/2016 | 01/2017 |
| William Raveis | Norwell | MA | 11/2024 | 09/2025 |
| Charles Schwab & Co., Inc. | Cambridge | MA | 01/2026 | Present |
| Unemployed | Scituate | MA | 11/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-29 |
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