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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-18 |
Branch Locations
4084 Finn Way Suite 150, Lexington, KY 40517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lexington | KY | 01/2024 | Present |
| Charles Schwab Bank Ssb | Lexington | KY | 01/2024 | Present |
| Bank Of The Bluegrass And Trust Co | Lexington | KY | 09/2019 | 01/2024 |
| Unemployed | Lexington | KY | 05/2019 | 09/2019 |
| Commonwealth Credit Union | Frankfort | KY | 02/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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