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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-17 |
Branch Locations
30 South First Street, Campbell, CA 95008 • United States
6200 Stoneridge Mall Road Suite 100, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gordran Group | Greenville | SC | 05/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Campbell | CA | 09/2017 | Present |
| Clemson University | Clemson | SC | 05/2017 | 09/2017 |
| Charles Schwab Bank | Campbell | CA | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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