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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-19 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
508 Union St, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 02/2023 | 07/2026 |
| Fedex | Salt Lake City | UT | 12/2022 | 01/2023 |
| Domotz | Draper | UT | 04/2022 | 05/2022 |
| Unity Group Real Estate | Holladay | UT | 03/2021 | 04/2023 |
| Intermountain Lift Truck | Salt Lake City | UT | 04/2020 | 03/2021 |
| Golden Customer Care | Salt Lake City | UT | 09/2019 | 03/2020 |
| Premium Retail Services | Salt Lake City | UT | 12/2013 | 12/2017 |
| Trails Gentlemens Club | Salt Lake City | UT | 06/2017 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Charles Schwab Bank, Ssb | Seattle | WA | 07/2026 | Present |
| Charles Schwab & Co., Inc. | Seattle | WA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
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