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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-15 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newwave Trading Llc | Rockville | MD | 08/2021 | Present |
| Sport & Health | Rockville | MD | 04/2019 | 08/2019 |
| N/A | Chestertown | MD | 08/2017 | 05/2021 |
| Washington College Library | Chestertown | MD | 08/2017 | 12/2018 |
| N/A | Potomac | MD | 08/2015 | 05/2017 |
| Fidelity Investments | Rockville | MD | 03/2022 | 04/2025 |
| Charles Schwab & Co., Inc. | Gaithersburg | MD | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Gaithersburg | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-07 |
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