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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Realty & Management | Northglenn | CO | 01/2022 | 02/2023 |
| Home Realty & Management | Lone Tree | CO | 01/2019 | 12/2022 |
| Stars & Stripes Homes Dtc, Inc. | Greenwood Village | CO | 09/2012 | 12/2018 |
| Charles Schwab & Co., Inc. | Fort Lauderdale | FL | 03/2023 | Present |
| Charles Schwab Bank Ssb | Boca Raton | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-17 |
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