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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 | 2021-03-23 |
| OH | RA | APPROVED | 2019-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Cincinnati | KY | 05/2014 | 07/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2019 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 07/2019 | Present |
| Charles Schwab Bank | Cincinnati | OH | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-08 |
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