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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Cincinnati | OH | 09/2015 | 06/2021 |
| Full Time Education | Charlottesville | VA | 06/2021 | 05/2025 |
| Full Time Education | Charlottesville | VA | 06/2021 | 01/2025 |
| Prudential Financial | Columbus | OH | 07/2025 | 09/2025 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 10/2025 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 10/2025 | Present |
| Cincinnati Temporary Labor | Cincinnati | OH | 05/2024 | 08/2024 |
| Self Employed | Cincinnati | OH | 09/2022 | 05/2025 |
| Cavalier Futures | Charlottesville | VA | 06/2022 | 02/2025 |
| Lpl Enterprise, Llc | Columbus | OH | 03/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
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