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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Albany | NY | 06/2020 | 12/2022 |
| Trustco Bank | Albany | NY | 03/2016 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Albany | NY | 11/2023 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 02/2025 |
| Charles Schwab & Co., Inc. | Albany | NY | 03/2025 | Present |
| Charles Schwab Bank, Ssb | Albany | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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