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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedelity Investments | Westlake | TX | 10/2005 | 07/2017 |
| Td Ameritrade, Inc. | Southlake | TX | 08/2017 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Southlake | TX | 09/2017 | 06/2024 |
| Charles Schwab & Co, Inc. | Southlake | TX | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Southlake | TX | 07/2022 | Present |
| Charles Schwab And Co., Inc. | Southlake | TX | 12/2022 | Present |
Name of Outside Business:North Texas Soccer; Investment Related:No; Address of Outside Business:Fort Worth, TX 76244; Nature of Outside Business:Other; Position:Referee; Start Date:8/31/2017; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Referee sporting events for variable compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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