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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2012 | 09/2019 |
| Tiaa | Lewisville | TX | 09/2012 | 09/2019 |
| Selectquote | Kansas City | KS | 09/2019 | 03/2020 |
| Advancial Federal Credit Union | Dallas | TX | 03/2020 | 11/2020 |
| Td Ameritrade | Westlake | TX | 01/2022 | 06/2024 |
| Tata Consultancy Services (Tcs) | Cedar Rapids | IA | 11/2020 | 12/2021 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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