Alannah Siobhan Williams

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-10-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Malvern	PA	08/2022	06/2023
Old Navy	Scranton	PA	05/2022	08/2022
The Scranton School For Deaf And Hard-Of-Hearing Children	Clarks Summit	PA	09/2020	04/2022
Southtown Veterinary Hospital	Montrose	PA	06/2012	09/2021
Kean University	Union	NJ	08/2016	05/2020
Florida International University	Miami	FL	08/2020	04/2022
Charles Schwab & Co., Inc.	Pittsburgh	PA	07/2023	Present
Charles Schwab Bank, Ssb	Pittsburgh	PA	07/2023	Present

08/2022 → 06/2023

The Vanguard Group, Inc.

Malvern, PA
05/2022 → 08/2022

Old Navy

Scranton, PA
09/2020 → 04/2022

The Scranton School For Deaf And Hard-Of-Hearing Children

Clarks Summit, PA
06/2012 → 09/2021

Southtown Veterinary Hospital

Montrose, PA
08/2016 → 05/2020

Kean University

Union, NJ
08/2020 → 04/2022

Florida International University

Miami, FL
07/2023 → Present

Charles Schwab & Co., Inc.

Pittsburgh, PA
07/2023 → Present

Charles Schwab Bank, Ssb

Pittsburgh, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-06
S63	Uniform Securities Agent State Law Examination	2022-11-11