Rachel Sarah Nelliot

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-07-31

Branch Locations

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

Organization	City	State	From	To
Janney Montgomery Scott, Llc	Philadelphia	PA	08/2022	08/2023
Financial Planning Association	Remote	XX	05/2022	08/2022
West End Coach	Remote		05/2022	08/2022
Cb2	Toronto		04/2021	07/2021
Mrkt360 Digital Marketing Agency	Toronto		12/2020	04/2021
Emirates Airline	Dubai		09/2014	10/2020
Education- Boston Institute Of Finance Financial Planning Course	Remote	XX	03/2021	04/2022
Janney Montgomery Scott Llc	Philadelphia	PA	08/2023	02/2024
Charles Schwab & Co., Inc.	Leesburg	VA	02/2024	Present
Charles Schwab Bank, Ssb	Lessburg	VA	03/2024	Present

08/2022 → 08/2023

Janney Montgomery Scott, Llc

Philadelphia, PA
05/2022 → 08/2022

Financial Planning Association

Remote, XX
05/2022 → 08/2022

West End Coach

Remote
04/2021 → 07/2021

Cb2

Toronto
12/2020 → 04/2021

Mrkt360 Digital Marketing Agency

Toronto
09/2014 → 10/2020

Emirates Airline

Dubai
03/2021 → 04/2022

Education- Boston Institute Of Finance Financial Planning Course

Remote, XX
08/2023 → 02/2024

Janney Montgomery Scott Llc

Philadelphia, PA
02/2024 → Present

Charles Schwab & Co., Inc.

Leesburg, VA
03/2024 → Present

Charles Schwab Bank, Ssb

Lessburg, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-28

Other Firms