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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-10 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
2 disclosure categories 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. | Oakland | CA | 07/2008 | 02/2018 |
| Td Ameritrade, Inc. | Walnut Creek | CA | 02/2018 | 06/2024 |
| Td Ameritrade Investment Management, Llc | Walnut Creek | CA | 02/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | San Ramon | CA | 10/2021 | Present |
| Charles Schwab Bank, Ssb | San Ramon | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
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