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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-27 |
Branch Locations
1901 Towne Center Boulevard Suite 145, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2016 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Baltimore | MD | 04/2022 | 05/2023 |
| Fidelity Investments | Annapolis | MD | 03/2021 | 03/2022 |
| Charles Schwab & Co., Inc. | Annapolis | MD | 06/2023 | Present |
| Charles Schwab Bank, Ssb | Annapolis | MD | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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