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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-21 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
1901 Towne Center Boulevard Suite 145, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 06/2017 | 07/2022 |
| Elms College | Chicopee | MA | 09/2015 | 05/2017 |
| Dominos Pizza | Springfield | MA | 06/2015 | 05/2017 |
| Aramark | Chicopee | MA | 01/2017 | 04/2017 |
| Charles Schwab & Co., Inc. | Bethesda | MD | 07/2022 | 12/2022 |
| Charles Schwab Bank, Ssb | Bethesda | MD | 07/2022 | 12/2022 |
| Charles Schwab & Co., Inc. | Annapolis | MD | 02/2023 | Present |
| Charles Schwab Bank, Ssb | Annapolis | MD | 02/2023 | Present |
| Td Ameritrade Inc. | Annapolis | MD | 06/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
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