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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
6765 Winning Drive Suite 825, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | Dallas | TX | 11/2007 | 09/2018 |
| Td Ameritrade, Inc. | Frisco | TX | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Dallas | TX | 12/2022 | Present |
| Charles Schwab Bank Ssb | Dallas | TX | 12/2019 | Present |
1) GBV Ventures LLC | Investment Related:No|598 Beaver Run|Grapeland|TX|75844|US|Real Estate (Non-Agent/Broker)|Member|7/15/2025|Less than 20|0|Just capital financing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-22 |
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