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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-06 |
Branch Locations
500 Maryville University Drive, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 09/2006 | 07/2019 |
| Mypaltrade Securities Inc. | St. Louis | MO | 07/2019 | 10/2022 |
| Charles Schwab & Co.,Inc | St Louis | MO | 12/2025 | Present |
| Unemployment | Fenton | MO | 11/2022 | 11/2025 |
Name of Outside Business:Rental Property; Investment Related:No; Address of Outside Business:Chesterfield, MO; Nature of Outside Business:Rental Property; Position:owner; Start Date:4/1/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I have a residential property to rent. My wife manages the rental. (2) Teacher/ St Louis Chinese Language School/ Education, Teaching photography classes on Sunday/ Ballon, MO, start date Aug 5, 2012/ hr a month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-28 |
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