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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-15 |
Branch Locations
915 Broadway Ground Floor, New York City, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York | NY | 07/2022 | Present |
| Costco Wholesale Corporation | Eugene | OR | 10/2021 | 07/2022 |
| Nordstrom, Inc. | Portland | OR | 06/2018 | 08/2021 |
| Menchie's Frozen Yogurt | Lake Oswego | OR | 05/2017 | 08/2018 |
| Student | Lake Oswego | OR | 09/2014 | 05/2018 |
| Charles Schwab Bank, Ssb | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
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