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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2019 | Present |
| Unemployed | Edinburgh | 01/2019 | 04/2019 | |
| Anderson Strathern Asset Management | Edinburgh | 10/2017 | 01/2019 | |
| Chiene & Tait Financial Planning | Edinburgh | 08/2016 | 10/2017 |
Abertay Property Company Ltd|Investment Related:No|Hillview, Bankfoot;Perth;FG;00000;Scotland|Real Estate (Non-Agent/Broker)|Shareholder|2017-04-06|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|30% Shareholder of family business. Other 70% held by father. Zero time spent on this every year by myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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