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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 06/2004 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | Present |
1) Spectrum Investment Center | Investment Related:No|6329 West Mequon Rd|Mequon|WI|53092|United States|Real Estate (Non-Agent/Broker)|Owner of Building|9/12/2011|Less than 20|0|Rental property, not investment related, no hours during trading hours. Part owner of a building largely occupied by relative's firm. Other part of the building is leased. May receive rental payments on the leased portion of the building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-02 |
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