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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-25 |
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 | 11/2021 |
| Full Time Education | Saint Louis | MO | 08/2019 | 09/2020 |
| Schlotzkys Deli | Chesterfield | MO | 05/2019 | 08/2019 |
| Full Time Education | Saint Louis | MO | 07/2018 | 05/2019 |
| Timber Creek Grill | O'fAllon | MO | 06/2018 | 08/2018 |
| Chandler Hill Vineyards | Defiance | MO | 06/2018 | 07/2018 |
| Full Time Education | Saint Louis University | MO | 08/2017 | 06/2018 |
| Full Time Education | Saint Charles | MO | 08/2010 | 05/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2021 | 05/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2021 | 05/2023 |
| Fidelity Investments | Chesterfield | MO | 05/2023 | 11/2024 |
| Fidelity/Strategic Advisers Llc | Chesterfield | MO | 11/2024 | 04/2025 |
| Charles Schwab & Co., Inc. | Clayton | MO | 04/2025 | Present |
| Charles Schwab Bank | Clayton | MO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
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