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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 |
| MD | RA | APPROVED | 2025-04-22 |
Branch Locations
1901 Towne Center Boulevard Suite 145, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | New York | NY | 11/2013 | 04/2025 |
| Charles Schwab & Co., Inc. | Annapolis | MD | 04/2025 | Present |
| Charles Schwab Bank | Annapolis | MD | 04/2025 | Present |
1) Jamestown on the Magothy | Investment Related:No|PO Box 485|Other|Treasurer|2025-02-01|Less than 20|0|Managing the budget for my HOA. There is no investment advice given.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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