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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ambassador Advisors Equity Res | Lancaster | PA | 01/2022 | 09/2023 |
| Legacy Retirement Advisors, In | Wooster | OH | 08/2021 | 08/2021 |
| Messiah University | Mechanicsburg | PA | 08/2021 | 08/2022 |
| Enhancing Capital | Harrisburg | PA | 02/2022 | 02/2022 |
| Kohman And Bosshard | Fairlawn | OH | 08/2020 | 08/2020 |
| Panera Bread | Medina | OH | 01/2019 | 05/2019 |
| Doordash | San Francisco | CA | 06/2019 | 08/2021 |
| United States Youth Soccer Association | N/A | OH | 06/2016 | 01/2018 |
| Full Time Education | Cuyahoga Falls | OH | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Charlotte | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
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