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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-20 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
80 Bar South Drive, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Pittsburgh | PA | 08/2010 | 04/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2023 |
| Charles Schwab & Co., Inc. | Harrisburg | PA | 04/2023 | Present |
| Charles Schwab Bank, Ssb | Harrisburg | PA | 04/2023 | Present |
| Td Ameritrade Inc. | Harrisburg | PA | 05/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
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