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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| CA | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zion Delivery Service | Irvine | CA | 09/2015 | 10/2017 |
| Td Ameritrade Service Co., Inc. | Long Beach | CA | 10/2015 | 06/2021 |
| Charles Schwab And Co., Inc. | Long Beach | CA | 01/2022 | 01/2024 |
| Charles Schwab & Co | Long Beach | CA | 10/2015 | 01/2024 |
| J.P. Morgan Securities Llc | Costa Mesa | CA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Costa Mesa | CA | 01/2024 | Present |
| Td Ameritrade Investment Management, Llc | Long Beach | CA | 11/2015 | 09/2023 |
| Td Ameritrade, Inc. | Long Beach | CA | 10/2015 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-21 |
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