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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| VA | RA | APPROVED | 2024-11-06 |
Branch Locations
2125 General Booth Blvd, Virginia Beach, VA 23454 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Ft Worth | TX | 11/2006 | 12/2022 |
| Charles Schwab And Co., Inc. | Ft Worth | TX | 12/2022 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 10/2024 | Present |
RENTAL PROPERTY; INV RELATED; VIRGINIA BEACH, VA; 100% OWNERSHIP; START: 5/1/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY. IP1, LLC; INV RELATED; VIRGINIA BEACH, VA; 100% OWNERSHIP; START: 7/15/2022; 1 HOUR A MONTH; 0 HOURS DURING TRADING; HOLDING RENTAL PROPERTY AND PROMISSORY NOTE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-14 |
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