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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
Sausalito, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | San Francisco | CA | 08/2020 | 12/2022 |
| Csm Sports And Entertainment | San Francisco | CA | 06/2019 | 08/2019 |
| Umass Campus Recreation Center | Amherst | MA | 08/2017 | 11/2018 |
| Santa Clara University | Santa Clara | CA | 06/2017 | 08/2017 |
| Instacart | San Francisco | CA | 06/2017 | Present |
| University Of Massachusetts Amherst Athletics | Amherst | MA | 09/2016 | 05/2017 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2016 | 05/2020 |
| Ymca Northampton | Northampton | MA | 08/2016 | 04/2017 |
| Td Ameritrade Investment Management, Llc | San Francisco | CA | 12/2021 | 12/2022 |
| Charles Schwab Bank, Ssb | Sausalito | CA | 07/2022 | Present |
| Charles Schwab & Co., Inc. | Sausalito | CA | 12/2023 | Present |
Tutu School |Investment Related:No|519 Bay Street;San Francisco ;CA;94133;USA|Performing/Fine Arts|Ballet Teacher|2020-02-06|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|teach ballet to children ages 18 months to 5 years old
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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