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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-15 |
Branch Locations
1871 N. Casaloma Drive, Appleton, WI 54913-7980 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knuth Finacial Life Planning | Appleton | WI | 10/2021 | 06/2023 |
| University Of Wisconsin | Eau Claire | WI | 09/2017 | 05/2021 |
| Charles Schwab & Co., Inc. | Appleton | WI | 07/2023 | Present |
| Charles Schwab Bank, Ssb | Appleton | WI | 07/2023 | Present |
| Goldenboys | Neenah | WI | 06/2018 | 10/2021 |
| Student | Neenah | WI | 09/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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