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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-18 |
Branch Locations
San Francisco, CA • United States
300 Atlantic St. Suite 130, Stamford, CT 06901-3514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Houston | TX | 11/2015 | 02/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2022 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 02/2022 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 02/2022 | Present |
1) Rental Property | Investment Related:No|1512 Beall Street|Houston|TX|77008|USA|Real Estate (Non-Agent/Broker)|Landlord|2/1/2022|Less than 20|0|Rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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