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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Waterhouse Investor Services Inc | Lemoyne | PA | 05/2000 | 11/2020 |
| Td Ameritrade Investment Management, Llc | Harrisburg | PA | 11/2010 | 09/2023 |
| Charles Schwab & Co., Inc. | Camp Hill | PA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Camp Hill | PA | 11/2023 | Present |
RENTAL PROPERTY OWNER POSITION: OWNER NATURE: RENTAL PROPERTIES, YES, INVESTMENT RELATED, LANDLORD,2101, 533, AND 526 MOUNTAIN VIEW ROAD MIDDLETOWN, PA 17057 INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2002 ADDRESS: 134 STONEBRIDE DRIVE, DILLSBURG PA 17019 DESCRIPTION: LANDLORD FOR THREE INVESTMENT PROPERTIES:2101 MOUNTAIN VIEW ROAD533 MOUNTAIN VIEW ROAD526 MOUNTAIN VIEW ROAD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
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