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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
| PA | RA | APPROVED | 2024-10-21 |
Branch Locations
100 Matsonford Rd Suite 301, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2020 | 10/2024 |
| Fidelity Investments | Philadelphia | PA | 11/2015 | 01/2019 |
| Fidelity Investments | Princeton | NJ | 01/2019 | 09/2020 |
| Charles Schwab & Co., Inc. | Radnor | PA | 10/2024 | Present |
| Schwab Wealth Advisory, Inc. | Radnor | PA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
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