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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Marlton | NJ | 09/2025 | Present |
| Wawa | Lumberton | NJ | 11/2018 | 06/2023 |
| Unemployed | Lumberton | NJ | 03/2016 | 11/2018 |
| Roffman Miller Associates Inc. | Philadelphia | PA | 06/2023 | 08/2023 |
| Wawa | Lumberton | NJ | 08/2023 | 06/2024 |
| Unemployed | Lumberton | NJ | 06/2024 | 10/2024 |
| Freedom Mortgage | Marlton | NJ | 10/2024 | 08/2025 |
| Charles Schwab & Co., Inc. | Philadelphia | PA | 08/2025 | 03/2026 |
| Charles Schwab Bank | Marlton | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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