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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-18 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Jose | CA | 10/2015 | 03/2020 |
| Jp Morgan Chase Bank | San Jose | CA | 10/2015 | 03/2020 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 03/2020 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 03/2020 | Present |
| Td Ameritrade, Inc. | San Mateo | CA | 11/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | San Mateo | CA | 11/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-31 |
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