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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-15 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Redmond | WA | 05/2019 | Present |
| Eastside Baby Corner | Issaquah | WA | 06/2014 | 05/2019 |
| Td Ameritrade Inc. | Bellevue | WA | 07/2023 | 06/2024 |
1) Rental property | Investment Related:No|7314 E Gallego Ln|Scottsdale|AZ|85255|US|Real Estate (Non-Agent/Broker)|Owner|9/12/2014|Less than 20|0|My spouse and I jointly sold our rental home in Texas and purchased a home in Arizona for which we collect monthly income. We are not established as an entity but are private owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-19 |
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