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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-12-21 |
Branch Locations
1920 Ballenger Ave Suite 120, Alexandria, VA 22314-6818 • United States
1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 08/2018 |
| England Logistics | Salt Lake City | UT | 06/2017 | 03/2018 |
| University Of Utah | Salt Lake City | UT | 10/2015 | 04/2017 |
| E*Trade Securities Llc | Sandy | UT | 08/2018 | 01/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 06/2021 |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 10/2021 |
| Altura Financial Advisors | Salt Lake City | UT | 06/2021 | 10/2021 |
| Charles Schwab & Co.,Inc | Alexandria | VA | 12/2021 | Present |
| Charles Schwab Bank, Ssb | Alexandria | VA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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