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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sc Distributors Llc | Costa Mesa | CA | 12/2015 | 04/2017 |
| Silver Oak Securities, Inc | Jackson | TN | 07/2017 | 08/2018 |
| The Retirement Planners | Pace | FL | 07/2017 | 07/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2018 | 01/2019 |
| Anders & Anders Financial Group | New Smyrna Beach | FL | 09/2018 | 01/2019 |
| Td Ameritrade, Inc. | Reno | NV | 02/2019 | 04/2023 |
| Charles Schwab & Co., Inc. | Reno | NV | 03/2023 | Present |
| Td Ameritrade Investment Management, Llc | Reno | NV | 02/2019 | 04/2023 |
| Charles Schwab Bank, Ssb | Reno | NV | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-11 |
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