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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc | Chicago | IL | 07/2013 | 06/2024 |
| Charles Schwab & Co. | Chicago | IL | 10/2022 | Present |
Name: Board Member Olin Sang Ruby Union Institute, Role: Board member, Type: Board Service, Start Date: 09/01/2021, Investment Related?: No, Address: 600 Lac La Belle Drive, Oconomowoc, WI 53066, Number of Hours/Mo: 10, Duties: I would be on the board of the summer camp. Would help lead initiatives for the camp, as well as fundraise, and network
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-01 |
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