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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-09 |
Branch Locations
1120 North Town Center Suite #170, Las Vegas, NV 89144-6303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Las Vegas | NV | 01/2023 | 03/2026 |
| Bank Of America N.A. | Las Vegas | NV | 01/2023 | 03/2026 |
| Nevada State Bank | Las Vegas | NV | 02/2022 | 01/2023 |
| The Insurance Depot | Las Vgeas | NV | 12/2020 | 02/2022 |
| Capcity Group Llc | Austin | TX | 04/2019 | 12/2020 |
| Symmetry Financial Group | Swannanoa | NC | 11/2014 | 04/2019 |
| Charles Schwab & Co., Inc | Las Vegas | NV | 04/2026 | Present |
| Charles Schwab Bank | Las Vegas | NV | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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