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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | Miami | FL | 04/2016 | 02/2018 |
| Td Ameritrade, Inc. | Aventura | FL | 02/2018 | 10/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2019 |
| Charles Schwab & Co., Inc. | Miami | FL | 11/2019 | Present |
| Charles Schwab Bank | Miami | FL | 11/2019 | Present |
| Td Ameritrade, Inc. | Miami | FL | 02/2022 | 06/2024 |
1) Start Date = 06-29-21| ABMV Consulting LLC| CFO| Hallandale Beach, FL| Hours/Month = Less than 20| My husband will be performing IT consulting and I'm just in charge of the accounting portion (invoices, taxes, etc) 2) Rental Income | Investment Related: No | Rental Property | Owner | 2023-02-23 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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