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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-06 |
| MT | RA | APPROVED | 2022-02-08 |
Branch Locations
6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Billings | MT | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Billings | MT | 12/2022 | Present |
| Scottrade, Inc. | Billings | MT | 02/2001 | 02/2018 |
| Charles Schwab Bank, Ssb | Billings | MT | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-27 |
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