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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-26 |
| ID | RA | APPROVED | 2023-08-07 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Atlanta | GA | 03/2017 | Present |
| Unemployed | Fort Worth | TX | 05/2016 | 03/2017 |
| Td Ameritrade Inc. | Boise | ID | 04/2023 | 06/2024 |
| Charles Schwab Bank, Ssb | Atlanta | GA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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