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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Chesterfield | MO | 03/2012 | 12/2022 |
| Charles Schwab & Co., Inc. | Ofallon | MO | 12/2022 | Present |
| Charles Schwab Bank Ssb | Ofallon | MO | 05/2025 | Present |
Name of Outside Business:Layfayette High School Band; Investment Related:No; Address of Outside Business:Wildwood, MO; Nature of Outside Business:Educational Provider; Position:Treasurer; Start Date:8/1/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: The treasurer records all financial matters of the organization, serves as cosigner on organization funds, and collects receipts and bills for all disbursements. The treasurer prepares student statements and keeps a detailed account of all expenses and funds earned by students.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-01 |
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