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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 03/2011 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Garden City Park | NY | 04/2021 | 06/2022 |
| Wells Fargo Bank, Na | Garden City Park | NY | 04/2021 | 06/2022 |
| Signature Bank | Woodmere | NY | 09/2018 | 04/2021 |
| Charles Schwab Premier Bank, Ssb | Merrick | NY | 06/2022 | Present |
| Charles Schwab & Co., Inc. | Merrick | NY | 06/2022 | Present |
| Charles Schwab Bank, Ssb | Merrick | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
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