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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-09 |
Branch Locations
380 Knollwood Street Suite E, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Winston Salem | NC | 11/2023 | Present |
| United Rentals | Charlotte | NC | 06/2022 | 09/2023 |
| Go Health | Chicago | IL | 09/2021 | 06/2022 |
| Cellular Sales | West Columbia | SC | 12/2020 | 06/2021 |
| Unemployed | Troutman | NC | 09/2023 | 11/2023 |
| Monroe Nissan | Monroe | NC | 06/2021 | 08/2021 |
| Lowes Foods | Lexington | SC | 03/2020 | 12/2020 |
| Lowes Home Improvement | Lexington | SC | 09/2018 | 08/2019 |
| Unemployed | Columbia | SC | 08/2019 | 03/2020 |
| Sharpe Shooters Of Augusta | Augusta | GA | 10/2017 | 08/2018 |
| Unemployed | North Augusta | NC | 09/2016 | 10/2017 |
| Charles Schwab Bank Ssb | Winston- Salem | NC | 11/2023 | 04/2026 |
| Schwab Wealth Advisory, Inc | Winstom-Salem | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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