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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| MA | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers, Inc. | Boston | MA | 04/2000 | 03/2020 |
| Finarc Investments, Inc. | Norwood | MA | 08/2020 | 03/2025 |
| Unemployed | Walpole | MA | 04/2020 | 08/2020 |
| Charles Schwab & Co., Inc | Boston | MA | 03/2025 | Present |
| Schwab Wealth Advisory Inc. | Boston | MA | 03/2025 | Present |
Envisioning Access/ Nonprofit Charitable Organization/ Member of finance committee/ meetings monthly to address overall finances of nonprofit, spending, nonprofit tax forms, donor activity / Boston, MA / On average, how many hours per month do you devote or expect to devote to this activity? less than 20 / Start date 04/01/2021/ My role is on the finance committee which involves monthly meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-03 |
| S66 | Uniform Combined State Law Examination | 2000-10-28 |
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