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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED_RES | 2024-05-28 |
Branch Locations
132 San Mateo Rd, Half Moon Bay, CA 94019 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | San Mateo | CA | 10/2015 | 01/2022 |
| Td Ameritrade Investment Management, Llc | San Mateo | CA | 10/2015 | 01/2022 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 01/2022 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-10 |
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