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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-19 |
| VA | RA | APPROVED | 2022-01-31 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Cocoa | FL | 08/2016 | 02/2018 |
| Td Ameritrade, Inc | Glen Allen | VA | 02/2018 | 05/2022 |
| Charles Schwab & Co, Inc | Pinehurst | NC | 05/2022 | Present |
1) Wilderness Reserve at Wildcat Community Association | Investment Related:No|149 Meadowview Dr|Boone|NC|28607|USA|Real Estate (Non-Agent/Broker)|Director for the Board of Wilderness Reserve at Wildcat Community Association|6/15/2026|Less than 20|0|I have been nominated for Vice President of Wilderness Reserve at Wildcat Community Association a non-profit organization recently formed to oversee the management company who will be handling the day-to-day activities of the HOA. It is not a paid position, strictly volunteer. This role is due to my recent purchase of aresidential property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-19 |
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