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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-13 |
Branch Locations
1120 North Town Center Suite #170, Las Vegas, NV 89144-6303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nobu Hotel | Las Vegas | NV | 12/2012 | 09/2016 |
| Waddell & Reed Inc | Las Vegas | NV | 05/2015 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Las Vegas | NV | 05/2016 | 03/2017 |
| Escapology | Las Vegas | NV | 11/2016 | 03/2017 |
| Ameriprise Financial Services Inc | Las Vegas | NV | 03/2017 | 11/2018 |
| Td Ameritrade | Las Vegas | NV | 11/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Las Vegas | NV | 08/2021 | Present |
| Charles Schwab Bank Ssb | Las Vegas | NV | 04/2024 | Present |
Name: Door Dash, Role: Food Driver, Type: Other, Start Date: 04/10/2021, Investment Related?: No, Address: 2785 E Desert Inn Rd #140, Las Vegas, NV 89121, Number of Hours/Mo: 16, Duties: Deliver Food to Customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-15 |
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