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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Spokane | WA | 09/2022 | 05/2025 |
| Charles Schwab Bank, Ssb | Spokane | WA | 09/2022 | 05/2024 |
| Sterling Jewelers Inc. | Spokane | WA | 09/2014 | 01/2020 |
| Washington Trust Bank | Spokane | WA | 02/2018 | 09/2022 |
| Charles Schwab Bank, Ssb | Spokane | WA | 05/2024 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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