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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Hattiesburg | MS | 11/2015 | 02/2017 |
| New York Life Insurance Company | Hattiesburg | MS | 08/2015 | 02/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2017 | 02/2022 |
| Td Ameritrade, Inc. | Southlake | TX | 02/2022 | 04/2023 |
| Charles Schwab & Co., Inc. | Southlake | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-30 |
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