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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwards Jones | St. Louis | MO | 09/2015 | 12/2016 |
| Bank Of America, N.A. | Bellevue | WA | 12/2016 | 09/2018 |
| Fidelity Investments | Tukwila | WA | 12/2018 | 10/2021 |
| Charles Schwab Bank, Ssb | Seattle | WA | 05/2022 | Present |
| Charles Schwab & Co., Inc. | Seattle | WA | 05/2022 | Present |
| Unemployed | Lynnwood | WA | 10/2021 | 05/2022 |
| Merrill Lynch Pierce, Fenner & Smith Incorporated | Bellevue | WA | 12/2016 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-13 |
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