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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-30 |
| IL | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Westlake | TX | 05/2014 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 10/2015 | 12/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 08/2022 | Present |
RESIDENTIAL REAL ESTATE POSITION: LICENSED REAL ESTATE BROKER IN ILLINOIS NATURE: BROKERAGE INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 08/06/2014 ADDRESS: 47 CONTI PKWY, ELMWOOD PARK IL 60707 DESCRIPTION: I DO NOT HAVE ANY DUTIES. I HAVE NOT ENGAGED IN ANY ACTIVITY OTHER THAN PASSING LICENSING EXAM. RIVER ELM PROPERTIES WILL SPONSOR MY LICENSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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