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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-05 |
| CA | RA | APPROVED | 2024-06-04 |
Branch Locations
400 N Santa Cruz Avenue, Los Gatos, CA 95030 • 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Campbell | CA | 07/2010 | 12/2023 |
| Charles Schwab And Co., Inc. | Campbell | CA | 01/2022 | 01/2024 |
| Charles Schwab & Co | Campbell | CA | 07/2010 | 01/2022 |
| Td Ameritrade Services Co Inc | Campbell | CA | 07/2010 | 04/2021 |
| J.P. Morgan Securities Llc | Los Gatos | CA | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Los Gatos | CA | 05/2024 | Present |
| Td Ameritrade Investment Management, Llc | Campbell | CA | 07/2010 | 09/2023 |
| Unemployed | Los Gatos | CA | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-26 |
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