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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Greenville | SC | 01/2016 | 09/2021 |
| Td Ameritrade, Inc. | Greenville | SC | 02/2018 | 09/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2021 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 09/2021 | Present |
Union Station Home Owners Association | Investment Related: No | 4211 Mundy Mill Place Suite C; Oakwood; GA; 30566 | Real Estate (Non-Agent/Broker) | Treasurer | Start date: 2024-02-02 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I was invited to serve on the board of my homeowners association. We have a property management company that handles all assets and vendors. My role is to ensure we receive the reports on time to the community. We have 36 homes in my community.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-04 |
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