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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Ft Worth | TX | 01/2008 | 06/2024 |
| Charles Schwab And Co., Inc. | Ft Worth | TX | 06/2024 | Present |
Name of Outside Business:Rental Property Landlord; Investment Related:No; Address of Outside Business:Fort Worth, TX; Nature of Outside Business:Rental Property; Position:Landlord; Start Date:11/1/2012; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Cash checks, meet with tenants for payments occasionally
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-19 |
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