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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED | 2024-05-01 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
4599 Clayton Rd, Concord, CA 94521 • United States
699 Contra Costa Blvd, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Philanthrophy Advisors | Clayton | CA | 01/2009 | 08/2018 |
| Fsc Securities Corp | Emeryville | CA | 06/2016 | 07/2018 |
| Td Ameritrade, Inc. | Walnut Creek | CA | 07/2018 | 02/2020 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 03/2020 | 05/2024 |
| Charles Schwab Bank Ssb | San Francisco | CA | 03/2020 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 05/2024 | Present |
RENTAL PROPERTY, INV RELATED, DAVIS, CA, 100% OWNERSHIP, START 12/1/2021, 1 HOUR PER MONTH, 1 HOUR DURING TRADING. | TBD CORP; NOT INVESTMENT RELATED; CLAYTON, CA; 100% OWNERSHIP; 03/01/2025; 5 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; USED CAR WHOLESALE DEALER LICENSE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-05 |
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