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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-03-06 |
Branch Locations
1100 H Street Nw Suite 100, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2017 | 07/2022 |
| The University Club Of Washington D.C | Washington | DC | 06/2014 | 03/2018 |
| Social Tables | Washington | DC | 10/2016 | 12/2016 |
| Fors Marsh Group | Arlington | VA | 12/2016 | 03/2017 |
| Fisher Investments | Tampa | FL | 08/2022 | 08/2023 |
| Unemployed | Washington | DC | 08/2023 | 01/2024 |
| Charles Schwab & Co., Inc. | Washington | DC | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Washington | DC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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