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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Cleveland | OH | 05/2000 | 12/2022 |
| Td Ameritrade, Inc. | Strongsville | OH | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Strongsville | OH | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Strongsville | OH | 11/2023 | Present |
Name of Outside Business:CrossFit 42x82; Investment Related:No; Address of Outside Business:18100 Royalton Rd Strongsville OH 44136; Nature of Outside Business:Coaching; Position:CrossFit Level 1 Trainer; Start Date:12/11/2017; Hours per month: 20-40; Hours per month during securities trading hours: No; Description of Duties: Coach and train athletes within our CrossFit gym.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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