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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-01-27 |
Branch Locations
4012-B Hillsboro Pike Suite 103, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Brentwood | TN | 06/2014 | 12/2022 |
| Charles Schwab & Co., Inc. | Nashville | TN | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Nashville | TN | 11/2023 | Present |
1) Purchase of a rental property|Investment Related: No|747 Croley Dr , Nashville, Tennessee, 37209, USA|Rental Services (Other than Real Estate)|co-borrower|2/3/2021|Less than 20 hour/month - 0.000000 during trading hours|co-borrower on the investment rental property, 2) Blue Flower Brew LLC|Investment Related: No|Restaurant/Food Services|Part Owner|3/11/2024|Less than 20 hour/month - 0 during trading hours|No financial service or investment related activities. Passive owner only. Spouse is the owner/operator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-21 |
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