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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-27 |
Branch Locations
2094 Grand Street Suite 4340, Lancaster, PA 17601-1236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Lancaster | PA | 04/2006 | 09/2018 |
| Td Ameritrade, Inc. | Lancaster | PA | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Lancaster | PA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Lancaster | PA | 07/2024 | Present |
Name of Outside Business:Various Youth Baketball Organizations; Investment Related:No; Address of Outside Business:Lancaster, Pa; Nature of Outside Business:Other; Position:Basketball Referee; Start Date:5/5/2016; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Referee youth basketball games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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