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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-30
  • VA RA
    APPROVED
    Since 2022-01-30

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Reston VA 02/2014 12/2022
Charles Schwab And Co., Inc. Reston VA 12/2022 Present
Charles Schwab Bank Ssb Reston VA 07/2024 Present
  • 02/2014 → 12/2022
    Td Ameritrade
    Reston, VA
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Reston, VA
  • 07/2024 → Present
    Charles Schwab Bank Ssb
    Reston, VA
Previous Registrations
  • 2014-03-06 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Reston, VA
    Reston, VA
  • 2014-03-06 → 2022-10-14
    Td Ameritrade, Inc.
    Reston, VA
    Omaha, NE
  • 2010-06-15 → 2010-08-31
    Td Ameritrade, Inc.
    Bedford, NH
  • 2010-06-15 → 2010-08-31
    Td Ameritrade Investment Management, Llc
    Manchester, NH
  • 2006-07-26 → 2010-05-04
    Td Ameritrade, Inc.
    Bedford, NH
  • 2006-07-26 → 2010-05-04
    Td Ameritrade Investment Management, Llc
    Manchester, NH
  • 2003-07-02 → 2004-08-09
    Td Ameritrade, Inc.
    Manchester , NH
Other Businesses

I AM ATTEPTING TO RENT MY HOME IN MANCHESTER, NH TO COVER THE COST OF MORTGAGE, TAXES, INSURANCE, AND CONDO FEES. I HAVE HIRED A REAL ESTATE AGENT TO MANAGE THE TRANSACTIONS. IT WILL CONSUME 0 HOURS AND 0 HOURS DURING MARKET HOURS. NO PROFIT IS EXPECTED FROM THIS AS IT WILL RESULT IN A NET LOSS AFTER REAL ESTATE AGENT FEES. RENT HOME IN NEW HAMPSHIRE POSITION: HOME OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 03/01/2014 ADDRESS: 90 GOLFVIEW DRIVE, MANCHESTER NH 03102 DESCRIPTION: I OWN A HOME IN NEW HAMPSHIRE AND AM ATTEMPTING TO RENT IT TO COVER THE MORTGAGE, TAXES, AND CONDO FEE.Ã,Â

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-05
S63 Uniform Securities Agent State Law Examination 2002-03-08
  • S66 Uniform Combined State Law Examination
    2014-03-05
  • S63 Uniform Securities Agent State Law Examination
    2002-03-08

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