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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2023 | Present |
| Exp Realty | Montclair | NJ | 05/2022 | 03/2023 |
| Jason Mitchell Real Estate | Scottsdale | AZ | 09/2021 | 05/2022 |
| Keller Williams Suburban Realty | Livingston | NJ | 01/2021 | 09/2021 |
| Nthrive | Saddle River | NJ | 09/2017 | 06/2021 |
| Nthrive | Saddle River | NJ | 01/2017 | 09/2017 |
| Nthrive | Saddle River | NJ | 03/2016 | 01/2017 |
| Charles Schwab Bank | Millburn | NJ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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