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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-23 |
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 |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 09/2020 | 01/2022 |
| Vipkid | St. Louis | MO | 03/2019 | 09/2020 |
| Sitel Group | St. Louis | MO | 01/2017 | 04/2017 |
| More Than Carpentry Christian Ministries | St. Louis | MO | 05/2005 | 09/2020 |
| Classic Carpentry Unlimited, Inc. | St. Louis | MO | 02/2002 | 09/2020 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 01/2022 | Present |
| Charles Schwab Bank, Ssb | St, Louis | MO | 04/2025 | Present |
1) Free To Succeed | Investment Related:No|Other|Sole Proprietor|5/7/2020|Less than 20|0|This business is a personal coaching business. Since employment at TD Ameritrade/Charles Schwab, I have not had clients and have not received payment for any services. The business has not been dissolved and is still active at the MO Secretary of State.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-11 |
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