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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 07/2012 | Present |
| Td Ameritrade Inc. | Chicago | IL | 01/2024 | 06/2024 |
1) Combined Yield | Investment Related:No|4632 Highland Ave|Downers Grove|IL|60515|USA|Agriculture/Forestry/Fishing|Founder/Partner|12/31/2010|Varies|0|Less than 5 hours/month. Co-founder and co-owner of Combined Yield LLC, institutional farmland ownership entity. Past duties included modeling, networking with farmers and grain buyers, R&D and IT setup.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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