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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-12 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
7510 Hazard Center Dr. Suite 407, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Investment Services Corp | Chula Vista | CA | 08/2012 | 11/2018 |
| Jpmorgan Chase Bank | Chula Vista | CA | 09/2011 | 11/2018 |
| Td Ameritrade, Inc | San Diego | CA | 11/2018 | 06/2024 |
| J.P. Morgan Securities Llc | Chula Vista | CA | 10/2012 | 11/2018 |
| Charles Schwab & Co., Inc. | San Diego | CA | 08/2022 | Present |
| Td Ameritrade Investment Management, Llc | San Diego | CA | 06/2022 | 09/2023 |
| Charles Schwab Bank, Ssb | San Diego | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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