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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-18 |
Branch Locations
8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Na | St Louis | MO | 06/2015 | 11/2017 |
| Edward Jones | St. Louis | MO | 11/2017 | 02/2022 |
| Charles Schwab & Co., Inc. | Clayton | MO | 02/2022 | Present |
| Charles Schwab Bank, Ssb | Clayton | MO | 02/2022 | Present |
1) Three One Four Realty | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner |9/1/2020|Less than 20|0|We have rental properties. Currently, they are listed under my husband's name and LLC. Sometimes, I help with the property management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-26 |
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