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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2014 | 07/2020 |
| Bank Of America | Teaneck | NJ | 04/2014 | 06/2017 |
| Bank Of America, N.A. | Washington | DC | 01/2018 | 07/2020 |
| Citigroup | Washington | DC | 07/2020 | 10/2024 |
| Charles Schwab | Paramus | NJ | 10/2024 | Present |
| Charles Schwab Bank | Paramus | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
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