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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-26 |
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2018-10-15 |
Branch Locations
7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Scottsdale | AZ | 06/2009 | 09/2018 |
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 09/2018 | Present |
| Charles Schwab Bank, Ssb | Scottsdale | AZ | 09/2018 | Present |
(1) McNamee Farms, LLC | not investment related | Troy Missouri | start date 04/10/2014 | member of inherited family farm | less than 20 hours per month | none during securities trading hours; (2) Helping Hands for Single Moms | not investment related | Phoenix, Arizona | start date 09/22/2020 | Board of Directors | understand and promote organization's mission and actively serve on at least one committee to help raise awareness for the organization | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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