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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2014 | 09/2021 |
| Ally Invest Advisors | Charlotte | NC | 09/2021 | 01/2026 |
| Ally Invest Securities Llc | Charlotte | NC | 12/2022 | 01/2026 |
| Schwab Wealth Advisory Inc | Charlotte | NC | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-13 |
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