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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-27 |
Branch Locations
127 Congress Street Floor 01, Boston, MA 02110-2511 • United States
94 Derby Street Suite 203, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Centerville | MA | 05/2005 | 07/2024 |
| Td Ameritrade Investment Management, Llc | Centerville | MA | 05/2006 | 09/2023 |
| Charles Schwab & Co., Inc. | Hingham | MA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Hingham | MA | 07/2022 | Present |
1) rental property | Investment Related:No|24 annafran st |roslindale|Massachusetts|2131|USA|Rental Services (Other than Real Estate)|my wife and i are co trustees on the trust that holds the property|6/1/2020|Less than 20|0.000000|assure properties are properly maintained which will mostly be done by contractors when needed. my wife does a good portion of the care of her mother and the property. the properties are in a neighboring town to our home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-27 |
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