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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Roanoke | TX | 11/2015 | 06/2024 |
| Charles Schwab & Co., Inc | Westlake | TX | 03/2023 | Present |
Take-Off Logistics LLC|Investment Related:No|569 Broadleaf Way;Haslet;TX;76052;USA|Shipping|Delivery Driver|2026-01-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Pick-up Amazon package pallets from an Amazon Warehouse and deliver them to another Amazon Warehouse or a USPS Postal Office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-28 |
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