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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
1704 Redwood Highway, Corte Madera, CA 94925 • 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 |
|---|---|---|---|---|
| Mcclurg Capital Corporation | Novato | CA | 02/2009 | 05/2019 |
| Valic Financial Advisors, Inc. | Emeryville | CA | 05/2019 | 06/2020 |
| Td Ameritrade, Inc. | Corte Madea | CA | 06/2020 | 12/2022 |
| Charles Schwab & Co., Inc. | Corte Madea | CA | 12/2022 | Present |
| Charles Schwab Bank | Corte Madea | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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