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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
5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc | Carlsbad | CA | 07/2007 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Carlsbad | CA | 08/2007 | 06/2024 |
| Charles Schwab & Co., Inc. | Carlsbad | CA | 01/2022 | Present |
| Charles Schwab Bank Ssb | Carlsbad | CA | 12/2022 | Present |
1) Rental Property | Investment Related:No|2912 Rancho Posta |Carlsbad|California|92009|USA|Rental Services (Other than Real Estate)|Property Owner|2/15/2015|Less than 20|0.000000|We have a rental property and a property manager who handles the day to day duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-12 |
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