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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
Branch Locations
6765 Winning Drive Suite 825, Frisco, TX 75034 • 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. | Plano | TX | 09/2012 | 12/2022 |
| Charles Schwab And Co., Inc. | Plano | TX | 12/2022 | Present |
| Charles Schwab Bank | Frisco | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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