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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
| CA | RA | APPROVED | 2022-09-09 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 08/2006 | 06/2024 |
| Charles Schwab And Co., Inc. | San Diego | CA | 06/2024 | Present |
Name of Outside Business:Nomad Donuts; Investment Related:No; Address of Outside Business:San Diego, CA; Nature of Outside Business:Retail Sales; Position:Owner; Start Date:1/28/2019; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I will be an investor and part owner of the business. It is a donut, bagel, coffee, and sandwich cafe. Rental Property|Investment Related:No|Rental Services (Other than Real Estate)|Owner|2021-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.000000|As landlord, I will be renting the residence to a family and charging a fixed rent amount.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-25 |
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