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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-11 |
Branch Locations
11108 West Broad Street, Glen Allen, VA 23060 • United States
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Sacramento | CA | 11/2015 | 01/2017 |
| Jp Morgan Chase Bank | Sacramento | CA | 11/2015 | 01/2017 |
| Nationwide Credit Corp | Alexandria | VA | 03/2017 | 03/2018 |
| Bb&T Securities | Richmond | VA | 04/2018 | 01/2020 |
| Charles Schwab & Co., Inc. | Reston | VA | 03/2020 | Present |
| Charles Schwab Bank | Alexandria | VA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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