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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Southfield | MI | 12/2010 | 11/2019 |
| Dresbach And Associates, Llc | Sheffield Lake | OH | 05/2003 | 06/2020 |
| Prudential Annuities Distributors, Inc | Farmington | MI | 06/2020 | 08/2020 |
| The Prudential Insurance Company Of America | Farmington | MI | 06/2020 | 08/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2020 | 04/2021 |
| Lpl Financial Llc | Avon Lake | OH | 04/2021 | 07/2025 |
| Charles Schwab & Co, Inc | Avon Lake | OH | 03/2026 | Present |
| N/A | Avon Lake | OH | 07/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-17 |
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