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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-31 |
Branch Locations
20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 08/2020 | 04/2023 |
| Zeal Financial Group | Columbia | MO | 01/2018 | 05/2018 |
| College Student | Columbia | MO | 08/2016 | 06/2020 |
| Student | Saint Louis | MO | 08/2010 | Present |
| Charles Schwab & Co., Inc | Scottsdale | AZ | 04/2023 | Present |
| Charles Schwab Bank Ssb | Scottsdale | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-11 |
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