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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-25 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | San Luis Obispo | CA | 05/2008 | 02/2018 |
| Td Ameritrade, Inc. | San Ramon | CA | 02/2018 | 04/2023 |
| Td Ameritrade Investment Management, Llc | San Ramon | CA | 02/2018 | 04/2023 |
| Charles Schwab & Co., Inc | San Ramon | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | San Ramon | CA | 02/2022 | Present |
1) Lance Chuck & Lam Coong-Chuck Rental | Investment Related:No|245 Waterfall Road|Templeton|CA|93465|USA|Rental Services (Other than Real Estate)|Owner|6/5/2022|Less than 20|0|n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
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