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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| IN | RA | APPROVED | 2012-07-31 |
Branch Locations
4830 S Us Highway 41, Terre Haute, IN 47802-4415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D L Mckimmy And Co | Terre Haute | IN | 05/2012 | Present |
| Charles Schwab & Co., Inc. | Terre Haute | IN | 07/2012 | Present |
| Published Book | Marshall | IL | 01/2012 | Present |
1) Published Book | Investment Related:No|17 Robin Lane|Marshall|IL|62441|USA|Printing/Publishing|Author|1/1/2012|Less than 20|0|I published a Small Business Marketing book before coming to Schwab. I do receive royalty payments from the publisher on a quarterly basis. , 2) Crimson Investments 1 LLC DBA Massage LuXe of Terre Haute | Investment Related:No|4682 S US HWY 41|Terre Haute|Indiana|47802|USA|Retail|Managing Partner|3/28/2023|20-40|0|Oversee the business as an owner. Interact with GM and AGM when needed. , 3) Performance On Fire | Investment Related:No|Printing/Publishing|owner|1/1/2024|Less than 20|0|oversee publication of material on mindset changes, 4) Book- Performance On Fire: Secrets of the Urgency Mindset | Investment Related:No|Other|Author|9/18/2024|Less than 20|0|Published , 5) David McKimmy | Investment Related:No|Printing/Publishing|Author|4/10/2026|Less than 20|0.5|I sell books, 6) Dave McKimmy Book 28 Summers | Investment Related:No|Printing/Publishing|Author|4/10/2026|Less than 20|0.5|28 Summers: What will you build with your time left?, 7) D L McKimmy and Co, Inc | Investment Related:Yes|4830 S US HWY 41|Terre Haute|IN|47802|usa|Financial Services|Owner, President|8/3/2011|Varies|6.5|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
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