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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beat The Streets- Cleveland | Solon | OH | 01/2017 | 05/2017 |
| Thirsty Parrot | Cleveland | OH | 04/2015 | 06/2017 |
| Fidelity Investments | Woodmere | OH | 06/2017 | 08/2021 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 09/2021 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-11 |
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