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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-26 |
Branch Locations
600 Old Country Road, Garden City, NY 11530-2045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Garden City | NY | 02/2012 | 06/2024 |
| Charles Schwab & Co., Inc. | Garden City | NY | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Garden City | NY | 02/2012 | 09/2023 |
| Charles Schwab Bank, Ssb | Garden City | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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