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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-23 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Greenville | SC | 10/2017 | 01/2018 |
| Horizon Innovations | Jacksonville | FL | 09/2016 | 10/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2018 | 02/2020 |
| Innis Arden Golf Club | Old Greenwich | CT | 05/2016 | 09/2016 |
| Thomas Willcox | Greenville | SC | 01/2021 | 12/2022 |
| David Ellison | Greenville | SC | 01/2021 | 12/2022 |
| Mark Clary | Greenville | SC | 01/2021 | 12/2022 |
| Stephen Hatten | Greenville | SC | 01/2021 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 01/2018 | 12/2022 |
| Northwestern Mutual Wealth Mangement Company | Milwaukee | WI | 11/2019 | 02/2020 |
| John Tripoli | Greenville | SC | 02/2020 | 11/2020 |
| Tony Allen | Greenville | SC | 07/2020 | 11/2020 |
| Chris Cashen | Greenville | SC | 09/2020 | 11/2020 |
| Unemployed | Greenville | SC | 01/2023 | 03/2023 |
| Charles Schwab & Co., Inc | Greenville | SC | 03/2023 | Present |
| Charles Schwab Bank | Greenville | SC | 11/2023 | Present |
1) University of South Carolina (USC) Athletics | Investment Related:No|Sports/Physical Recreation|Committee Member|2/1/2025|Less than 20|0|USC Athletics Hall of Fame Selection Committee Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-19 |
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