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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-16 |
Branch Locations
11100 Ne 8Th St. Suite 300, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Orlando | FL | 06/2022 | 10/2024 |
| Seminole County Public Schools | Sanford | FL | 01/2020 | 05/2022 |
| The Student Conservation Association/Americorps | Challis | ID | 05/2016 | 10/2016 |
| Coretec Communications, Llc | Sanford | FL | 09/2017 | 02/2019 |
| Full Time Education | Orlando | FL | 08/2013 | 12/2019 |
| Full Time Education | Guildford | 02/2019 | 06/2019 | |
| The Student Conservation Association/Americorps | Anchorage | AK | 05/2017 | 09/2017 |
| Coretec Communications, Llc | Lake Mary | FL | 10/2016 | 05/2017 |
| Ameriprise Financial Services, Llc. | Seattle | WA | 10/2024 | 05/2025 |
| Schwab Wealth Advisory Inc | Bellevue | WA | 06/2025 | Present |
| Charles Schwab & Co., Inc. | Bellevue | WA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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