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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-01-26 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 03/2015 | 11/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2018 |
| Td Ameritrade | Greenville | SC | 11/2018 | 12/2022 |
| Zeiders Enterprises | Woodbridge | VA | 05/2013 | 11/2018 |
| Charles Schwab And Co., Inc. | Greenville | SC | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Greenville | SC | 11/2023 | Present |
Name: website billhelp.uk, Role: President, Type: Other, Start Date: 08/12/2004, Investment Related?: No, Address: 201 Country Mist Dr, Greer, SC 29651, Duties: Zero activity. Only residuals Name: website www.loantorent.com, Role: President, Type: Other, Start Date: 08/12/2004, Investment Related?: No, Address: 201 Country Mist Dr, Greer, SC 29651, Duties: zero activity. Only residuals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-22 |
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