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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Mass Lacrosse Organization Referee | Boston | MA | 03/2009 | 05/2017 |
| Td Ameritrade, Inc. | Quincy | MA | 05/2016 | 12/2022 |
| Charles Schwab And Co., Inc. | Quincy | MA | 12/2022 | Present |
| Td Ameritrade Investment Management, Llc | Quincy | MA | 03/2021 | 06/2024 |
(1) Rental Property, Owner, Start Date: 07/16/2021, Gilford, New Hampshire; Booking renters online on my off time.; Generally less than 20 hours per month; Not investment related. (2) Laxachusetts and Legacy Lacrosse LLC; Coach; Start Date: 12/13/2022; South Weymouth, MA; Coach my son's lacrosse club for compensation; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-20 |
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