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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED_RES | 2026-05-20 |
| MD | RA | APPROVED | 2026-05-19 |
Branch Locations
1650 Tysons Blvd Suite #150 & # 180, Tysons Corner, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Tyson's Corner | VA | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Tyson's Corner | VA | 03/2022 | Present |
| Td Bank, N.A. | Washington | DC | 06/2015 | 01/2022 |
| Southern New Hampshire University | Manchester | NH | 03/2018 | 04/2021 |
| Charles Schwab Bank, Ssb | Columbia | MD | 03/2023 | 05/2026 |
1) Lyft | Investment Related:No|Other|Driver|3/6/2018||0|I provide Rideshare Services using the Lyft app for people that need rides. There is no financial service or investment related activites
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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