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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2018-06-14 |
Branch Locations
650 S. Shackleford Road Suite 140, Little Rock, AR 72211-3560 • United States
7926 Wolf River Boulevard, Germantown, TN 38138-1725 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance | Hot Springs | AR | 11/2004 | 10/2017 |
| Securities Management & Research | Hot Springs | AR | 02/2013 | 10/2017 |
| Bfc Planning, Inc. | Hot Springs | AR | 02/2013 | 10/2017 |
| Allstate Insurance Company | Little Rock | AR | 10/2017 | 05/2018 |
| Hardee David Jerrels Insurance, Inc. | Little Rock | AR | 01/2007 | 11/2018 |
| Charles Schwab & Co., Inc. | Little Rock | AR | 06/2018 | Present |
| Charles Schwab Bank, Ssb | Little Rock | AR | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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