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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Columbus | OH | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Columbus | OH | 01/2022 | 06/2023 |
| Citigroup | Columbus | OH | 03/2021 | 01/2022 |
| Dana & Pariser Lpa Co | Columbus | OH | 04/2015 | 03/2021 |
| Franklin University | Columbus | OH | 08/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-20 |
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