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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2019-03-04 |
Branch Locations
2442 Louisiana Blvd Ne, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Albuquerque | NM | 08/2015 | 06/2017 |
| Edward Jones | St. Louis | MO | 06/2017 | 02/2019 |
| Charles Schwab & Co., Inc. | Albuquerque | NM | 02/2019 | 01/2022 |
| Charles Schwab Bank | Albuquerque | NM | 02/2019 | 01/2022 |
| Td Ameritrade, Inc. | Albuquerque | NM | 01/2022 | 12/2022 |
| Charles Schwab And Co., Inc. | Albuquerque | NM | 12/2022 | Present |
| Charles Schwab Bank | Albuquerque | NM | 12/2022 | Present |
1) Rental Property | Investment Related:No|2838 Aliso Dr NE|Albuquerque|NM|87110|USA|Rental Services (Other than Real Estate)|NA|7/1/2021|Less than 20|0|Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
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