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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Cary | NC | 11/2008 | 09/2023 |
| Charles Schwab & Co., Inc. | Cary | NC | 08/2023 | Present |
| Td Ameritrade Investment Management, Llc | Cary | NC | 12/2015 | 09/2023 |
| Charles Schwab Bank, Ssb | Cary | NC | 09/2023 | Present |
1) MUNOZ/VOURAKIS FAMILY INVESTMENTS LP|Investment Related:No|Family partnership was intended for Asset Protection|Partner|2004-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|None. Partner. Holds one small mutual fund account - see below 2) MUNOZ/VOURAKIS FAMILY - NC/RE LP|Investment Related:No|Real Estate (Non-Agent/Broker)|Partner|2004-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|The LP was created 7/1/2004. Purpose : Asset Protection. We currently own 2 rental properties registered in the name of the LP. The LP doesn't have income or tax returns. There are no Brokerage accounts. 3) Melaleuca, Inc.|Investment Related:No|Consumer Packaged Goods Manufacturing|Marketing Executive|2024-07-17|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Customer acquisition, referral marketing where consumer shops directly from the the manufacturer. NO financial service or investment responsibilities. 4) MUNOZ/VOURAKIS FAMILY - SC/RE LP|Investment Related:No|Real Estate (Non-Agent/Broker)|Partner|2024-07-06|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|The LP was created 7/6/2004. Purpose : Asset Protection. This held a rental property we owned in SC for many years. The condo was sold at least 3 yrs ago. The LP didn't have income or tax returns. Not being utilized currently. There are no Brokerage accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-28 |
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