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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-26 |
Branch Locations
2094 Grand Street Suite 4340, Lancaster, PA 17601-1236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Harrisburg | PA | 02/2012 | 12/2022 |
| Charles Schwab & Co., Inc. | Lancaster | PA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Lancaster | PA | 11/2023 | Present |
1) Voiceover work | Investment Related:No|Other|Talent|3/2/2012|Less than 20|0.000000|I signed?with a talent agency prior to my start with the firm to do voiceover work.? They offer me work about once a month to read copy for their clients.? I never identify myself by name, and don't do on- camera work.? The work is limited to evenings and weekends.? It's simply a way of generating a couple hundred dollars extra a month so I can throw it into my kids college funds., 2) Hempfield Boys Basketball Booster Club | Investment Related:No|Sports/Physical Recreation|Treasurer|3/12/2026|Less than 20|0|I will be responsible for depositing funds, writing checks for expenses and balancing the books for the local high school basketball booster club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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