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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-17 |
| CO | RA | APPROVED | 2023-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 06/2022 | Present |
| Florida Juice And Bowl | Jacksonville Beach | FL | 03/2018 | 07/2018 |
| Urban Dogg | Denver | CO | 05/2019 | 05/2019 |
| Charles Schwab | Lone Tree | CO | 06/2021 | 08/2021 |
| Our Lady Star Of The Sea | Ponte Vedra | FL | 06/2017 | 07/2017 |
| Our Lady Star Of The Sea | Ponte Vedra | FL | 06/2019 | 07/2019 |
| Ponte Vedra High School | Ponte Vedra | FL | 08/2014 | 05/2018 |
| Ponte Vedra High School | Ponte Vedra | FL | 08/2014 | 06/2017 |
| University Of Colorado At Boulder | Boulder | CO | 08/2018 | 05/2022 |
| Charles Schwab Bank, Ssb | St. Petersburg | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-12 |
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