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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| FL | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Cincinnati | OH | 03/2016 | 12/2021 |
| Charles Schwab & Co.,Inc. | Cincinnati | OH | 03/2016 | 12/2021 |
| J.P. Morgan Securities Llc | Palm Beach | FL | 01/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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