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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-03 |
Branch Locations
1108 Environ Way, Chapel Hill, NC 27517-4418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Stone Realty | Chapel Hill | NC | 06/2016 | 07/2021 |
| Fidelity Brokerage Services, Llc | Durham | NC | 03/2022 | 09/2025 |
| Unemployed | Raleigh | NC | 08/2021 | 02/2022 |
| Charles Schwab & Co, Inc | Chapel Hill | NC | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Chapel Hill | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-15 |
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