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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Danvers | MA | 05/2022 | 08/2022 |
| Full Time Education | Winchester | MA | 06/2013 | 08/2019 |
| Charles Schwab & Co., Inc. | Boston | MA | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Boston | MA | 11/2023 | Present |
| Full Time Education | Durham | NH | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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