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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Oakland | CA | 10/2012 | 06/2017 |
| Jp Morgan Chase Bank | Oakland | CA | 06/2012 | 06/2017 |
| Td Ameritrade | San Francisco | CA | 08/2019 | 12/2022 |
| Tdameritrade | Castro Valley | CA | 05/2019 | 08/2019 |
| Unemployed | Oakland | CA | 08/2018 | 05/2019 |
| Bank Of America | Oakland | CA | 04/2018 | 08/2018 |
| Bank Of America | Oakland | CA | 08/2017 | 04/2018 |
| Jp Morgan Securities Llc | Oakland | CA | 10/2012 | 07/2017 |
| Td Ameritrade Investment Management, Llc | San Francisco | CA | 10/2019 | 12/2022 |
| Charles Schwab Bank, Ssb | San Francisco | CA | 01/2022 | Present |
| Charles Schwab & Co., Inc. | San Francisco | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-29 |
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