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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Milwaukee | WI | 09/2002 | 09/2018 |
| University Of Wisconsiin | Milwaukee | WI | 09/2000 | Present |
| Td Ameritrade, Inc. | Mequon | WI | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Brookfield | WI | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Brookfield | WI | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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