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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-05-17 |
Branch Locations
8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • 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 |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 12/1992 | 03/2018 |
| Oppenheimer & Co. Inc | St. Louis | MO | 02/2019 | 04/2021 |
| My Secret Garden | St Charles | MO | 03/2018 | 01/2019 |
| Charles Schwab & Co., Inc. | Clayton | MO | 04/2021 | Present |
| Charles Schwab Bank, Ssb | Clayton | MO | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-29 |
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