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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
510 Shelburne Rd. Suite 1A, South Burlington, VT 05401 • United States
10 Main Street, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | VT | 02/2022 | Present |
| Sojourners Care Network Crisis Transitional Housing Unit | Mcarthur | OH | 07/2020 | 12/2021 |
| Vinton County Flood Relief | Mcarthur | OH | 09/2019 | 07/2020 |
| Fedex Ground | Middletown | OH | 11/2018 | 04/2019 |
| Pizza Hut | Riverside | OH | 01/2016 | 09/2018 |
| N/A | Dayton | OH | 04/2019 | 09/2019 |
| Charles Schwab Bank, Ssb | Burlington | VT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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