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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-31 |
Branch Locations
San Leandro, CA • United States
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | San Francisco | CA | 10/2010 | 02/2018 |
| Td Ameritrade, Inc. | San Francisco | CA | 02/2018 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Scottrade Investment Management | San Francisco | CA | 10/2010 | 02/2018 |
| Charles Schwab & Co., Inc. | San Leandro | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | San Leandro | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-02 |
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