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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-26 |
Branch Locations
295 Radio Drive Suite D, Woodbury, MN 55125 • United States
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | St Paul | MN | 11/2011 | 12/2022 |
| Charles Schwab And Co., Inc. | Woodbury | MN | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Woodbury | MN | 11/2023 | Present |
Name of Outside Business:Signer on Chanarambie Christian Camps Coroporate Account; Investment Related:Yes; Address of Outside Business:466 Valley Road, Chandler, MN, 56122,; Nature of Outside Business:Non-profit group; Position:Volunteer; Start Date:7/2/2014; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I will be a signer?on Chanarambie Christian Camps Coroporate Account with TD Ameritrade.? My only duty will be to place a trade to sell any stock donations that come into the account and transfer the proceeds to a linked bank account.? This will likely occur 3-5 times per year, so there is almost no work required for this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-27 |
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