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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-19 |
Branch Locations
1300 Avenue Of The Americas, New York City, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2023 | 10/2025 |
| Charles Schwab | Dallas | TX | 06/2022 | 08/2022 |
| Atlantic House | Atlantic Highlands | NJ | 06/2021 | 08/2021 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 05/2023 |
| Td Ameritrade | Fair Haven | NJ | 06/2020 | 08/2020 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 03/2020 |
| Virginia Tech | Fair Haven | NJ | 03/2020 | 06/2020 |
| Dugan Prep | Red Bank | NJ | 09/2018 | 08/2019 |
| Vector Marketing | Eatontown | NJ | 06/2018 | 09/2018 |
| Christian Brothers Academy | Lincroft | NJ | 09/2015 | 05/2019 |
| Charles Schwab & Co, Inc | New York City | NY | 11/2025 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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