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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2018 | Present |
| Air-City Inc | Jamaica | NY | 08/2017 | 03/2018 |
| Stony Brook University | Stony Brook | NY | 01/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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