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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brothers Bar And Grill | Bloomington | IN | 03/2023 | 05/2023 |
| Full Time Education | Bloomington | IN | 11/2022 | 02/2023 |
| Advanced Wealth Strategies | Ann Arbor | MI | 05/2022 | 10/2022 |
| Full Time Education | Bloomington | IN | 08/2021 | 05/2022 |
| Travis Point Country Club | Ann Arbor | MI | 05/2021 | 08/2021 |
| Full Time Education | Bloomington | IN | 08/2020 | 05/2021 |
| City Of Ann Arbor Parks And Recreation | Ann Arbor | MI | 06/2020 | 08/2020 |
| Unemployed | Saline | MI | 06/2013 | 05/2020 |
| Charles Schwab | Westlake | TX | 06/2023 | 08/2023 |
| Full Time Education | Bloomington | IN | 09/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | Present |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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