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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-05-13 |
Branch Locations
12435 Park Potomac Ave Suite R-3, Potomac, MD 20854 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Potomac | MD | 02/2017 | Present |
| Charles Schwab Bank Ssb | Potomac | MD | 02/2017 | Present |
| Flowers On Fourteenth | Washington | DC | 07/2016 | Present |
| Uber | San Francisco | CA | 07/2016 | Present |
| Dane Fine Art.COm | Silver Spring | MD | 08/2016 | Present |
(1)Dane Fine Art.com | not investment related | Silver Spring, Maryland | start date 08/18/2016 | artist | create art pieces via mixed media as well as photography and occasionally sell finished products via the internet or local craftsman outlets | less than 20 hours per month | 0 hours during securities trading hours; (2) Flowers on Fourteenth | not investment related | Washington, D.C. | start date 07/12/2016 | sales/processor for florist | various hours per month | 0 hours during securities trading hours; (3) Uber | not investment related | San Francisco, California | start date 07/25/2016 | driver | less than 20 hours per month | 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-28 |
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