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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Cupertino | CA | 01/2017 | 07/2024 |
| Charles Schwab & Co., Inc. | Cupertino | CA | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Cupertino | CA | 02/2017 | 09/2023 |
| Charles Schwab Bank, Ssb | Cupertino | CA | 07/2022 | Present |
| Fidelity Brokerage Services, Llc | San Francisco | CA | 09/2003 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-11 |
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