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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Salem | OR | 03/2007 | 09/2018 |
| Td Ameritrade, Inc. | Eugene | OR | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Salem | OR | 12/2022 | Present |
| Charles Schwab Bank | Salem | OR | 11/2023 | Present |
1) Diamond Meadows #1384 | Investment Related:No|Tract 1384|Crescent Lake|Oregon|97733|USA|Hotels/Lodging|Treasurer|2/11/2023|Less than 20|0|Help balance budget and monitor finances for the HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-04 |
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