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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2012 | 03/2021 |
| Bank Of America N.A. | Jacksonville | FL | 12/2014 | 03/2021 |
| E*Trade Securities Llc | Chicago | IL | 03/2021 | 10/2024 |
| E*Trade Capital Management Llc | Chicago | IL | 03/2021 | 10/2024 |
| Morgan Stanley | Chicago | IL | 03/2023 | 10/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 10/2024 |
| Morgan Stanley | Chicago | IL | 09/2023 | 10/2024 |
| Charles Schwab | Chicago | IL | 11/2024 | Present |
| Charles Schwab Bank | Chicago | IL | 11/2024 | Present |
1) Joshua Summers LLC|Investment Related: No|Internet Services|Owner|11/17/2017|Less than 20 hour/month - 0 during trading hours|I developed and managed the website blog and overall company. Not connected to financial services or investments in anyway.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
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