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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 | 2026-01-05 |
| MD | RA | APPROVED | 2022-01-26 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc | Gaitherburg | MD | 06/1995 | 09/2018 |
| Td Ameritrade, Inc. | Gaithersburg | MD | 02/2018 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2022 |
| Charles Schwab And Co., Inc. | Gaithersburg | MD | 12/2022 | Present |
| Charles Schwab Bank Ssb | Gaithersburg | MD | 07/2024 | Present |
1) Rental Property | Investment Related:No|Rental Services (Other than Real Estate)|owner of rental property|5/5/2016|Less than 20|0.000000|owner of rental property in Sarasota FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-24 |
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