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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Island Research | Bainbridge Island | WA | 11/2025 | 05/2026 |
| Amazon.cOm | Seattle | WA | 08/2016 | 11/2025 |
| Charles Schwab & Co., Inc. | Seattle | WA | 05/2026 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
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