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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-16 |
Branch Locations
7825 Washington Ave S 5Th Floor, Minneapolis, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 03/2018 |
| Td Ameritrade, Inc | Edina | MN | 03/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Edina | MN | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Edina | MN | 07/2022 | 07/2025 |
| Schwab Wealth Advisory Inc. | Edina | MN | 07/2025 | Present |
Name of Outside Business:Taco King; Investment Related:No; Address of Outside Business:St. Paul MN; Nature of Outside Business:Other; Position:Food Truck Employee; Start Date:8/25/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Sell tacos during Minnesota State Fair from Taco King food booth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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