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Geoffrey Michael Cosgriff

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-26
  • TX RA
    APPROVED
    Since 2022-01-26

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Fort Worth TX 09/2007 06/2024
Charles Schwab And Co., Inc. Westlake TX 06/2024 Present
  • 09/2007 → 06/2024
    Td Ameritrade
    Fort Worth, TX
  • 06/2024 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
Previous Registrations
  • 2009-03-31 → 2022-12-01
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2009-03-31 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Fort Worth, TX
    Westlake, TX
    Fort Worth, TX
    Jersey City, NJ
    Westlake, TX
    Omaha, NE
    Westlake, TX
Other Businesses

I OWN A RENTAL DUPLEX AT 1108 HOLLIS STREET IN ARLINGTON, TEXAS. I DEVOTE A MINIMUM OF 5 HOURS PER MONTH TO THIS ACTIVITY FOR PROPERTY MAINTENANCE AND TENANT RELATIONS, BUT NOT DURING MY WORK SCHEDULE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-26
S63 Uniform Securities Agent State Law Examination 2008-01-24
  • S66 Uniform Combined State Law Examination
    2009-03-26
  • S63 Uniform Securities Agent State Law Examination
    2008-01-24
Other Names
  • Geoffrey Cosgriff
  • Geoffrey Michael Cosgriff

View on SEC IAPD

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