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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2023 | Present |
| Full Time Education | Marriottsville | MD | 08/2019 | 05/2023 |
| Waverly Woods Golf Club | Marriottsville | MD | 06/2021 | 09/2021 |
| Sea King Seafood Market | Ellicott City | MD | 02/2019 | 06/2023 |
| Unemployed | Marriottsville | MD | 08/2013 | 02/2019 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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