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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tysons Corner | VA | 07/2023 | Present |
| Charles Schwab Bank Ssb | Tysons Corner | VA | 07/2023 | Present |
| Morgan Stanley | Washington | DC | 07/2022 | 12/2022 |
| Diligent Corporation | Washington | DC | 06/2021 | 08/2021 |
| Fbrbriley | Arlington | VA | 07/2018 | 08/2018 |
| Beltway Cleaning Services | Washinton | DC | 07/2020 | 08/2020 |
| Student | Potomac | MD | 11/2014 | 07/2018 |
| Student | Potomac | MD | 08/2018 | 07/2020 |
| Student | Potomac | MD | 08/2020 | 06/2021 |
| Student | Potomac | MD | 08/2021 | 07/2022 |
| Student | Potomac | MD | 12/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
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