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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-04 |
| MI | RA | APPROVED | 2014-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Troy | MI | 06/2014 | Present |
| Charles Schwab Bank | Troy | MI | 06/2014 | Present |
1) Boys & Girls Club of Troy | Investment Related:No|3670 John R. Rd|Troy|MI|48083|USA|Nonprofit Charitable Organizations|Board Member|7/1/2021|Less than 20|0|I have been approached to be a member on the board for the local Boys & Girls Club. Duties would involve local community outreach to create awareness for the club , help with events and fundraising opportunities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-11 |
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