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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Canton | MI | 01/2009 | 03/2018 |
| N/A | Canton | MI | 03/2018 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 08/2018 | 12/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 12/2023 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 12/2023 | Present |
| Charles Schwab Bank, Ssb | Brookfield | WI | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-20 |
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