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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| NJ | RA | APPROVED | 2022-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 11/2017 |
| Pnc Financial Services | Clifton | NJ | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services Llc | Wayne | NJ | 05/2018 | 10/2020 |
| Unemployed | Bloomfield | NJ | 11/2017 | 05/2018 |
| Wells Fargo Clearing Services | St Louis | MO | 12/2020 | 04/2021 |
| Wells Fargo Clearing Services | St Louis | MO | 01/2021 | 04/2021 |
| Td Ameritrade | Short Hills | NJ | 04/2021 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Short Hills | NJ | 05/2021 | 12/2022 |
| Charles Schwab & Co., Inc. | Short Hills | NJ | 01/2022 | Present |
| Charles Schwab And Co., Inc. | Short Hills | NJ | 12/2022 | Present |
| Charles Schwab Bank | Short Hills | NJ | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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