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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2022-01-26 |
Branch Locations
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. | Honolulu | HI | 11/1997 | 06/2024 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Honolulu | HI | 01/2011 | 09/2023 |
| Charles Schwab Bank, Ssb | Honolulu | HI | 11/2023 | Present |
RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 91-1280 KANEANA ST, 17F, EWA BEACH HI 96706 DESCRIPTION: I OWN THE PROPERTY AND I AM RENTING IT OUT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-18 |
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