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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2018 | 05/2023 |
| Bonfire Glass Usa | Gilbert | AZ | 12/2016 | Present |
| Firstservice Residential | Scottsdale | AZ | 07/2016 | 10/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2023 | Present |
1) Jesko Enterprises LLC DBA Bonfire Glass USA | Investment Related:No|Retail|Member, Manager|1/1/2017|More than 40|0.000000|manage inventory, website and client relations. Ensure the client receives their order(s) and are invoiced appropriately., 2) Poieo Works | Investment Related:No|Retail|Owner|4/24/2026|Less than 20|0|creating customized products for wholesale and retail sales, in addition to marketing and bookkeeping. No financial services or investments are related to this OBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
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