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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-26 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • 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. | Seattle | WA | 07/2010 | 12/2022 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Bellevue | WA | 11/2023 | Present |
1) Rental Property | Investment Related:No|337 Maluniu Ave |Kailua|Hawaii|96734|USA|Rental Services (Other than Real Estate)|Real Estate/Property Owner|4/1/2021|Less than 20|0.000000|Working with property management company who oversees the rental property and renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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