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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Chicago | IL | 07/2015 | 11/2016 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2016 | Present |
| Charles Schwab Bank | Chicago | ID | 11/2016 | 05/2019 |
| Charles Schwab Bank | Orlando | FL | 07/2019 | 12/2025 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-26 |
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